Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Charles is a financial advisor with over 11 years of experience in the financial industry. Donald is currently registered with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management and a client count of 262,026. Prior to joining J.P. Morgan Securities LLC, Donald was a financial advisor at HSBC Securities (USA) Inc. Donald holds the Series 6, Series 63, and SIE licenses. Donald's professional experience includes providing financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
11/07/2022 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
07/12/2011 - 04/11/2022
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
BC
Issued 08/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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