Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bernard Pyke is a financial advisor who has been in the industry since May 1999. Charles is currently registered with Captrust and is active in both Broker-Dealer and Investment Advisor roles. Charles is also registered with the states of Georgia and Texas. Charles has previously worked with Cetera Advisors LLC, IFG Network Securities, Inc., and Dempsey Financial Network, Inc. In addition to being a financial advisor, Charles is an attorney who assists with estate planning. Charles also owns a commercial real estate rental company, a long-term care insurance agency, and is a real estate agent.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
04/23/2021 - Present
Captrust (STOCKBRIDGE GA)
GA
01/01/2004 - 07/20/2021
CETERA ADVISORS LLC (STOCKBRIDGE GA)
GA
12/21/1999 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/01/1999 - 02/04/2000
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
BOTH
Issued 10/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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