Univest Securities, LLC
Charles has been with Univest Securities in the Capital Markets division since 2020. He is responsible for the execution and distribution of capital-raising activity including IPOs, Follow-on Offerings, CMPOs, PIPEs & Registered Direct offerings. He began his career in 2013 as a retail account executive at Aegis Capital where he built a book of business over seven years, developing relationships and expertise in client service. Charles studied at Holderness School in New Hampshire and Fordham University in New York City.
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Univest Securities, LLC
We are commited to the financial success of our clients with our team of experience professionals Univest Securities LLC wors hard to provide our clients with comprehensive investment solutions to assist our clients meet their unique objectives. we strive to realize our clients goals through our attentions to detail and providing a higher standardof service for our clients whiel always in a manner that puts their needs and objectives first.