Charles MacleanCRD Number: 6360770
Current Firm: Msi Financial Services, Inc.
Charles Maclean (CRD# 6360770) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stamford, CT and has over 2 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Metlife Securities Inc.||Stamford, CT||Jun 2014 - Current||3|
|Sacred Heart University||Fairfield, CT||May 2013 - Jun 2014||1|
|Sacred Heart University||Fairfield, CT||Dec 2009 - May 2013||3|
|South Kent School||Kent, CT||Sep 2007 - Dec 2009||2|
|The Hill School||Pottstown, PA||Aug 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV