Unclaimed
Charles Richard Bayman is a registered representative with Fifth Third Securities, Inc. based in Atlanta, Georgia. Charles has been in the securities industry since 2003 and has held previous roles with H2C Securities Inc., Morgan Keegan & Company, Inc., and SG Cowen Securities Corporation. Charles specializes in portfolio management for individuals and businesses and is also involved in Fifth Third's Sponsor Wrap Fee program. Charles's prior work experience includes the 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.
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.
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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 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2007
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 09/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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