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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-charles? Claim Your ProfileJean-charles Wilhelm is a financial advisor with over 5 years of experience in the financial services industry. Wilhelm is currently registered with Morgan Stanley and holds the Series 7TO, Series 66, and SIE licenses. Jean-charles Wilhelm also holds the Certified Financial Planner designation. Prior to joining Morgan Stanley, Jean-charles Wilhelm was employed by Ameriprise Financial Services, LLC, where he provided financial services for over 3 years. Jean-charles Wilhelm has a diverse range of experience and provides financial services to a variety of clients. Clients of Jean-charles Wilhelm include individuals, families, trusts, businesses, and retirement plans. Jean-charles Wilhelm provides financial advice and services to clients in the state of Michigan and Texas.
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
MI
08/02/2024 - Present
Morgan Stanley (Troy MI)
MI
01/11/2019 - 08/09/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Pleasant Ridge MI)
BOTH
Issued 06/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2018
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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