Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Byron is a financial advisor with over 23 years of experience in the industry. Charles currently works at Fidelity Personal and Workplace Advisors. Charles is registered in 26 states to offer investment advice. Charles has been a Certified Financial Planner since 2014. Charles is committed to helping clients reach 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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2
NJ
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (CHERRY HILL NJ)
NJ
01/02/2009 - 04/21/2015
1ST GLOBAL CAPITAL CORP. (EWING NJ)
TX
06/02/2008 - 01/05/2009
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/08/2003 - 05/19/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
03/25/1998 - 09/21/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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