Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlton? Claim Your ProfileCharlton Bulkin is a financial advisor with MML Investors Services, LLC. Charlton has been in the financial industry since April 3, 1999. Charlton is registered to provide investment advice in 53 states and holds both Series 6 and 66 registrations. Charlton also holds licenses in Series 7, Series 24 and Series 52TO.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
GA
02/07/2022 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
09/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/11/2014 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
03/23/1999 - 08/28/2014
AXA ADVISORS, LLC (ATLANTA GA)
NY
03/23/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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