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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charley? Claim Your ProfileCharley Nicholas Laragione is a financial advisor with Morgan Stanley. Charley is registered with the state of California as a Broker-Dealer and Investment Advisor. Charley has been in the industry since January 20, 2022 and has passed the Series 66, Series 65, Series 7TO, and SIE exams. Charley has been registered with the state of Texas as a Broker-Dealer and Investment Advisor as well. Charley is also registered with the state of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming as a Broker-Dealer. Charley is also registered with the state of Texas as an Investment Advisor. Charley is also registered with FINRA as a Broker-Dealer. Charley also works as a delivery service contractor for DoorDash and Uber. Charley owns rental property in San Diego, California.
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
CA
05/31/2022 - Present
Morgan Stanley (San Jose CA)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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