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Award Winner and Licensed Broker
INVESTMENT ADVISORY SERVICES
Financial planning services and
Wealth Coach
We harness the strength of our multi-disciplinary teams to craft the perfect solutions. Diverse range of work for our esteemed clients worldwide is our main target.
Portfolio management for individuals and
small businesses
Effective portfolio management helps individuals achieve financial security and growth by aligning investments with personal financial goals and risk tolerance.
Portfolio management for investment companies
Effective portfolio management for investment companies involves a strategic and dynamic approach to optimize returns, manage risks, and meet client expectations.
Pension Consulting
I give professional advice to plan for retirement and manage your pension funds effectively
Portfolio management for corporate business
Effective portfolio management for a corporate institution requires a disciplined approach, combining strategic planning, robust risk management, and continuous performance evaluation. By adhering to these principles, corporate institutions can achieve their financial objectives.
Award Winner and Licensed Broker
In a Fast-Moving Market Choose a Trade with Charles
Charles B. Dennis is a financial advisor based in New York, NY, with nine years of experience in the industry. He currently works at Morgan Stanley Inc. and has previously been associated with Northwestern Mutual Investment. Charles holds Series 7, Series 66, and Securities Industry Essentials (SIE) licenses, certifying him as a securities agent and investment advisor representative in 34 states. He is also registered with several self-regulatory organizations, including FINRA, NYSE American LLC, Nasdaq Stock Market, and the New York Stock Exchange.
Award Winner and Licensed Broker
Why Choose Charles
Our Best Service
A Dynamic Financial Advisor
Consultation & Building
We assess client goals and risk with questions.
Data Gathering
We collect income, expenses, assets, liabilities, and assess risk.
Financial Analysis
We set goals and create a tailored investment strategy.
Plan & Implementation
Implement the investment strategy and adjust assets.
Charles B Dennis - Award Winner and Licensed Broker
Testimonials About Charles Dennis
Working with Charles Dennis clarified my goals and set me on a path to financial freedom. their budgeting and debt management strategies were invaluable
Working with Charles on my Financial planning clarified my goals and set me on path to financial freedom. Their budgeting and debt management strategies were invaluable. I highly recommend their wealth coaching services
