Charles E. Wenzel
Professional summary
Charles Edward Wenzel, AIF®, who also goes by Charlie Wenzel, is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.
Charles is registered as a RR (Registered Representative) and started their career in finance in 1998. Charles has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charles Edward Wenzel's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2016 - Present
COHEN & STEERS SECURITIES, LLC
Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY, 10036August 28, 2013 - March 7, 2016
ASCENSUS FINANCIAL SERVICES, LLC.
March 12, 2009 - August 1, 2013
P.J. ROBB VARIABLE, LLC
December 12, 2000 - July 31, 2007
FORESIDE DISTRIBUTION SERVICES, L.P.
March 20, 1998 - May 9, 2000
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
COHEN & STEERS SECURITIES, LLC
CRD#: 29258 / SEC#: , 8-44123
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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