Charlie M.
Sr. Financial Advisor & Planner
- Role
- Sr Financial Advisor and Planner at Empower
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Charlie M.
E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches, including right here in Alpharetta.Financial Consultants are registered with E*TRADE Securities LLC, Member FINRA/SIPC and with E*TRADE Capital Management, LLC, a registered investment adviser. E*TRADE Capital Management and E*TRADE Securities are separate but affiliated companies
Experience
Sr Financial Advisor and Planner
Mar 2024 — Present · US
Education
Hofstra University
Bachelor of Business Administration - BBA, Accounting and Finance
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