Unclaimed
Charles Bayman is a financial advisor with Fifth Third Securities, Inc. based in Atlanta, Georgia. Charles has over 20 years of experience in the financial services industry. Charles is registered with FINRA and the state of Georgia, as well as 22 other states. Charles has also passed the Series 63, Series 24, Series 79TO, SIE, Series 50, and Series 7 exams. Charles specializes in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
GA
03/29/2024 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
01/25/2013 - 04/01/2024
H2C SECURITIES INC. (ATLANTA GA)
GA
06/01/2007 - 07/20/2011
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
11/18/2003 - 06/13/2007
SHATTUCK HAMMOND PARTNERS LLC (ATLANTA GA)
NY
01/16/2001 - 03/11/2003
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 6/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/3/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 1/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Bayman is the right advisor for you? Invested Better is here to help.