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 a registered investment advisor with Morgan Stanley in Paramus, NJ. Charles has been in the securities industry since 1977. Charles has a wide range of experience with previous employment at firms such as CITIGROUP GLOBAL MARKETS INC. and THE GMS GROUP, LLC. Charles has a strong track record of success and is committed to providing his clients with the highest level of service and expertise.
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 04/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/08/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1979
Series 1 - Registered Representative Examination
BC
Issued 02/05/1979
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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