Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bryan is a securities professional with over 20 years of experience in the financial services industry. Charles holds a Series 7, Series 24, Series 63, Series 79 and SIE license. He is currently registered as an Investment Advisor Representative with Bailey & Co. Securities, LLC. He also has previous experience with Brookwood Associates, L.L.C. and Stillpoint Capital, LLC. Charles has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.
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.
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.
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2
TN
11/06/2019 - Present
Bailey & Co. Securities, LLC (Brentwood TN)
FL
10/02/2018 - 01/02/2020
STILLPOINT CAPITAL, LLC (TAMPA FL)
NC
01/26/2012 - 09/25/2018
BROOKWOOD ASSOCIATES, L.L.C. (Charlotte NC)
NC
11/22/1999 - 07/19/2011
BROOKWOOD ASSOCIATES, L.L.C. (CHARLOTTE NC)
NY
03/13/1995 - 05/19/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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