Unclaimed
Charles Falconer McCallum is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with First Citizens Investor Services, Inc. and has been with the firm since 2023. Previously, Charles has worked for firms such as Truist Investment Services, Inc., BB&T Securities, LLC, and SunTrust Investment Services, Inc.. Charles is a Certified Financial Planner and holds a Series 6, 7, 24, 27, 63, 65, 99TO, and SIE license.
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.
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
05/15/2024 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
GA
06/08/2010 - 01/31/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
VA
12/09/2019 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
05/26/2000 - 06/30/2008
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
VA
02/15/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MA
08/05/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NC
01/28/1998 - 09/02/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NE
01/08/1997 - 01/28/1998
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
NY
02/13/1996 - 08/22/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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