Unclaimed
Dedrie Bingham is a financial advisor with over 20 years of experience in the industry. Dedrie is currently registered with Robert W. Baird & Co. Inc. in Greenville, South Carolina. Dedrie Bingham previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Union Brokerage Services, Inc. Dedrie Bingham has a wide range of experience in the financial services industry. Dedrie Bingham is a licensed securities professional with a Series 7, Series 6, Series 63, and Series 66. Dedrie Bingham offers a variety of financial services, including investment management, financial planning, and pension consulting. Dedrie Bingham serves a wide range of clients, including high net worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
SC
02/16/2022 - Present
Robert W. Baird & Co. Inc. (Greenville SC)
SC
06/08/2016 - 11/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
NC
03/16/1994 - 02/06/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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