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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 Calvin Baker is a financial advisor at The Strategic Financial Alliance, Inc. Charles has been in the industry since 1999 and holds the Series 7 and Series 63 securities licenses. Charles has experience with individuals, businesses, and high net worth individuals. Charles is registered in 16 states including South Carolina, Florida, Georgia, and North Carolina. Charles specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. In addition to the Strategic Financial Alliance, Charles has previous experience at H. BECK, INC. and A. G. EDWARDS & SONS, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
11/01/2011 - Present
THE Strategic Financial Alliance, Inc. (CLEMSON SC)
SC
08/12/2004 - 11/03/2011
H. BECK, INC. (CLEMSON SC)
MO
03/12/1999 - 08/24/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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