Morgan Stanley
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501 River Street -
Greenville,
SC
29601
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I design and implement wealth management strategies for individuals. These strategies can include but are not limited to 401k rollovers, IRA’s and Roth IRA’s, 529 college savings plans, annuities, stock and bonds. Every strategy is unique to an individual client, however a sound financial plan is the foundation of every successful strategy.
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Chris Charles
- 864-370-7243
Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Planning & Investment Advice
and more...
Licenses
Series 7 and 66
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