Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Baker Bachtell is an investment advisor representative with Western International Securities, Inc. Charles has been working in the financial industry since 1991. Charles has a strong background in financial planning and portfolio management. Charles is registered with the state of California as well as Arizona and Illinois. Charles is also a managing partner of Academy of California Examinations, an exam preparation firm for those seeking financial services licensing.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
08/11/2015 - Present
Western International Securities, Inc. (West Hollywood CA)
CA
12/20/2013 - 02/11/2014
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
11/24/2008 - 12/13/2013
GBS FINANCIAL CORP. (BURBANK CA)
CA
06/10/1996 - 11/26/2008
FIRST MONTAUK SECURITIES CORP. (VAN NUYS CA)
CA
09/30/1991 - 06/13/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NA
04/01/1991 - 07/17/1991
ADAMS SECURITIES, INC.
NA
01/11/1991 - 04/05/1991
FIRST CHOICE SECURITIES CORP.
IA
Issued 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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