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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bruce Strum is a financial advisor with Fidelity Personal And Workplace Advisors. Charles is registered to provide investment advice in Florida and Texas. He also holds a Series 66 license, as well as Series 7, 9, 10, and SIE licenses. Charles has a strong track record of success in the financial industry, with over 13 years of experience. He is a Certified Financial Planner and is committed to providing his clients with personalized financial advice. Charles has a wide range of experience working with a variety of clients, including individuals, families, and businesses. He specializes in retirement planning, investment management, and estate planning. Charles is dedicated to helping his clients achieve their financial goals.
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.
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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FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
NC
09/21/2012 - 02/06/2014
INVEST FINANCIAL CORPORATION (ASHEVILLE NC)
NC
09/12/2008 - 09/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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