Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McKinney is a financial advisor at Morgan Stanley, located in Dallas, Texas. Charles has been working in the financial services industry since January 13, 1994. Charles is registered in 27 states and is licensed to provide investment advice in Texas. Charles has a wide range of experience in the financial services industry, having worked for several prominent firms, including Credit Suisse Securities (USA) LLC, UBS Financial Services Inc., Goldman, Sachs & Co., and First Cambridge Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
12/02/2015 - Present
Morgan Stanley (Dallas TX)
TX
09/24/2008 - 12/18/2015
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
TX
08/22/2003 - 10/03/2008
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NY
03/13/1996 - 09/03/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
01/17/1986 - 06/12/1987
FIRST CAMBRIDGE COMPANY
NA
08/28/1984 - 05/31/1985
HALL SECURITIES CORPORATION
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Charles McKinney is the right advisor for you? Invested Better is here to help.
