)
)
)
)
)
)
Charles B Dennis
Proud to be the Dynamic & Licensed Broker
Charles B. Dennis is a New York-based financial advisor with nine years of experience. Currently at Morgan Stanley Inc., he previously worked with Northwestern Mutual Investment. Charles holds Series 7, Series 66, and SIE licenses, allowing him to serve as a securities agent and investment advisor in 34 states. He is registered with multiple self-regulatory organizations, including FINRA, NYSE American LLC, Nasdaq, and the New York Stock Exchange.
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 corporations needs strategic planning, risk management, and ongoing evaluation to achieve financial goals.