Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Wise is a financial advisor currently registered with Invariant Investment Management. Charles has been in the industry since 2004 and has held previous positions with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Charles William Wise is a Personal Financial Specialist and is registered in Pennsylvania. Charles specializes in providing financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/26/2017 - Present
Invariant Investment Management (York PA)
PA
06/01/2009 - 01/29/2010
MORGAN STANLEY SMITH BARNEY (YORK PA)
PA
06/21/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YORK PA)
IA
Issued 07/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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