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About this Advisor
Charles Palmer is a financial advisor based out of Carlsbad, California, who has been in the financial industry for 10 years. Palmer is currently employed by Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Palmer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Morgan Stanley is a company that has its headquarters in Carlsbad, California. The firm has offices in 702 locations and a total of 26,000 employees. It handles $729 billion in assets under management across its 1,815,592 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 268 charitable organizations. Morgan Stanley performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Morgan Stanley can consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Palmer Work History
Charles has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Charles Palmer has disclosures.
Please visit their SEC profile for more details.
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