Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Hyman is an investment advisor representative with Hightower Advisors, LLC. He is registered with the state of Florida and is actively pursuing a registration with the state of Florida. Charles has been in the financial industry since 1984 and is a registered representative. Charles has worked with Guardian Investor Services Corporation, Smith Barney, Harris Upham & Co., Incorporated and Drexel Burnham Lambert Incorporated. Charles is a licensed agent and holds the Series 2, 3, 5, 63 and 7 licenses. Charles has experience working with individuals, high net worth individuals, insurance companies, charitable organizations, corporations or other businesses, pension and profit sharing plans, banking or thrift institutions and state or municipal government entities.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/01/2025 - Present
Hightower Advisors, LLC (Ponte Vedra Beach FL)
NA
08/31/1990 - 05/03/1991
GUARDIAN INVESTOR SERVICES CORPORATION
NA
05/22/1989 - 11/18/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
10/25/1984 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/1984
Series 5 - Interest Rate Options Examination
Active
Inactive
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