Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles William Bikas is a financial advisor who has been working in the industry since 1998. Charles currently holds a Series 7, Series 24, Series 27, Series 28, Series 52TO, Series 53, Series 6TO, Series 99TO, Series 63 and Series 65 license. Charles has held previous registrations with Foresters Equity Services, Inc., OneAmerica Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Raymond James & Associates, Inc.. Charles is currently registered with Advanced Strategies Broker Dealer LLC in Tennessee, Georgia, North Carolina, and Texas.
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
08/06/2013 - Present
Advanced Strategies Broker Dealer LLC (CHATTANOOGA TN)
CA
06/22/2011 - 06/27/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TN
06/19/2002 - 03/18/2010
ONEAMERICA SECURITIES, INC. (CHATTANOOGA TN)
MN
02/23/2000 - 06/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/2000 - 06/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
07/16/1997 - 12/07/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 06/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/04/2012
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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