Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Donnelly is a financial professional based in Menlo Park, CA. Charlotte is currently registered with Morgan Stanley & Co. LLC and holds Series 79TO and SIE licenses. She is actively involved in the investment banking sector. Charlotte has been in the industry since July 26, 2023.
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.
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.
1
2
CA
07/27/2023 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
BC
Issued 07/27/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Charlotte Donnelly is the right advisor for you? Invested Better is here to help.
