CHARLES MARGOLIS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2019-06-06 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-02-02 | 2019-06-06 | — |
| MORGAN STANLEY DW INC. | 2002-05-02 | 2007-02-06 | — |