Unclaimed
Charles Louis Bryant is a financial advisor with Kennedy Capital Management. Charles has been in the industry since August 6, 2006. Charles Bryant is a registered Investment Advisor in Missouri and Texas, and is also registered as a Broker in all 50 states, the District of Columbia and Puerto Rico. Charles has a Series 7, Series 63 and Series 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
11/15/2007 - Present
Kennedy Capital Management (ST. LOUIS MO)
MO
06/04/1996 - 09/11/1997
PAULI JOHNSON CAPITAL & RESEARCH INCORPORATED (ST. LOUIS MO)
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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