Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bradley has been in the financial services industry since November 21, 1996. Charles is currently registered with Carter, Terry & Company, Inc. and has previous registrations with Patrick Capital Markets, LLC, Compass Point Research & Trading, LLC, Commerce Street Capital, LLC, Samco Capital Markets, Inc., Penson Financial Services, Inc., Clearing Services of America, Inc., First Atlanta Securities Corporation, Atlanta Securities & Investments, Inc., and Olde & Co., Incorporated. Charles is a Series 7, 24, 63, 79TO, and SIE licensed individual. Charles has a specialty in Financial Planning and Portfolio Management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
05/30/2018 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
04/12/2011 - 06/04/2018
PATRICK CAPITAL MARKETS, LLC (Suwanee GA)
GA
10/12/2009 - 11/04/2010
COMPASS POINT RESEARCH & TRADING, LLC (DULUTH GA)
GA
10/02/2007 - 06/24/2009
COMMERCE STREET CAPITAL, LLC (DULUTH GA)
TX
10/22/2007 - 03/14/2008
SAMCO CAPITAL MARKETS, INC. (AUSTIN TX)
GA
05/19/2006 - 10/01/2007
SAMCO CAPITAL MARKETS, INC. (DULUTH GA)
TX
12/14/2005 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
MO
06/24/1991 - 09/30/1994
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
FL
03/06/1991 - 05/28/1991
FIRST ATLANTA SECURITIES CORPORATION (DESTIN FL)
NA
01/31/1985 - 08/15/1990
ATLANTA SECURITIES & INVESTMENTS, INC.
NA
08/24/1983 - 05/23/1984
OLDE & CO., INCORPORATED
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1985
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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