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Edward Fouad Musleh

Charter Advisory Corp.

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About Edward Fouad Musleh

Edward Fouad Musleh is a registered investment advisor representative and a broker. Edward Musleh works for Charter Advisory Corp. Edward Musleh has been in the financial industry since 1994. Edward Musleh's current registrations include Indiana and Ohio. Edward Musleh is also registered in 33 states. Edward Musleh has passed the Series 6, Series 63, Series 65 and SIE exams. Edward Musleh specializes in Financial planning, Selection of other advisers and Portfolio Management for individuals. Edward Musleh is also registered as an Investment Advisor Representative for Charter Advisory Corp. which was founded in 2012. Edward Musleh is an independent advisor who is not affiliated with LPL Financial.

Firm Information

Edward Musleh is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Musleh’s Registration & Firm History

IN

02/29/2012 - Present

Charter Advisory Corp. (INDIANAPOLIS IN)

IN

11/11/1994 - 09/08/2009

MUTUAL SERVICE CORPORATION (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 02/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Fouad Musleh.
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