Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mawuko Badawu is a financial advisor with Fidelity Personal And Workplace Advisors in Annapolis, Maryland. Charles has over 5 years of experience in the financial services industry. Charles holds the Series 6, 7, 63 and 65 licenses and the SIE certification. He also has experience working with clients in Maryland, Delaware, District of Columbia, Florida, New York, Pennsylvania, South Carolina, and Virginia. Charles specializes in financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
MD
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (ANNAPOLIS MD)
MD
07/26/2018 - 11/23/2022
TRUIST INVESTMENT SERVICES, INC. (BOWIE MD)
IA
Issued 02/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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