Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Walter Tomasheski is an investment advisor representative with Wealthpenn.comllc. Charles has been in the industry since August 18, 1977. Charles holds several licenses and designations. Charles is registered with the state of New Jersey and Texas. Charles previously worked with Citigroup Global Markets Inc., The GMS Group, LLC, Prudential Securities Incorporated and J. B. Hanauer & Co..
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
NJ
04/02/2020 - Present
Morgan Stanley (Paramus NJ)
NJ
05/09/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NJ
09/17/1991 - 05/09/2001
THE GMS GROUP, LLC (EAST HANOVER NJ)
NY
04/18/1990 - 09/13/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/18/1977 - 03/19/1990
J. B. HANAUER & CO. (PARSIPPANY NJ)
BC
Issued 4/8/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 8/8/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/8/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 6/5/1979
Series 1 - Registered Representative Examination
BC
Issued 2/5/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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