Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dwight Bailey is a financial advisor with Fidelity Personal And Workplace Advisors. Charles has been in the industry since 2022, with previous experience at Park Avenue Securities LLC and Northwestern Mutual Investment Services, LLC. Charles is registered to provide investment advisory services in North Carolina. Charles has a Series 63, Series 66, Series 7TO, and SIE.
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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2
NC
12/15/2023 - Present
Fidelity Personal AND Workplace Advisors (HUNTERSVILLE NC)
SC
03/27/2023 - 11/01/2023
PARK AVENUE SECURITIES LLC (MT PLEASANT SC)
NC
03/14/2022 - 03/24/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ASHEVILLE NC)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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