Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Manuel Burdette is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Charles has over 20 years of experience in the financial services industry. He is registered with the state of South Carolina as both a broker-dealer and an investment advisor. Charles is also a Series 7, Series 24, Series 63, and Series 65 licensed professional. Charles focuses on providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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.
Compensation from affiliates
1
2
SC
02/23/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charleston SC)
VA
01/27/2009 - 10/09/2015
BB&T INVESTMENT SERVICES, INC. (LYNCHBURG VA)
VA
08/11/2008 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (LYNCHBURG VA)
VA
03/06/2003 - 01/29/2008
WACHOVIA SECURITIES, LLC (LYNCHBURG VA)
KS
12/21/2001 - 09/18/2002
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (LEAWOOD KS)
MO
02/17/2000 - 12/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MO
09/10/1999 - 01/06/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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