Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Yu Sun is a registered representative with BDT & MSD Partners, LLC. Charles has been in the securities industry for over 1 year and is licensed to conduct business in all 50 states and the District of Columbia. Charles has passed the Series 7, Series 63, Series 79 and SIE exams. BDT & MSD Partners, LLC is an investment firm that provides a range of services, including investment banking, private equity, and asset management.
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.
1
2
CA
07/08/2022 - Present
BDT & MSD Partners, LLC (Santa Monica CA)
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Charles Sun is the right advisor for you? Invested Better is here to help.
