Unclaimed
Harriet Eason Bynum is an investment advisor representative with Castleview Partners, LLC. Harriet has over 30 years of experience in the financial services industry. Harriet is registered with the state of Texas as an investment advisor representative and is currently pending registration in Arkansas. Harriet holds FINRA Series 7 and 63 licenses, and Series 65, the Uniform Investment Adviser Law Examination. Prior to joining Castleview Partners, Harriet worked as an Investment Advisor Representative at Hornor, Townsend & Kent, Inc. Harriet's areas of expertise include portfolio management for individuals, financial planning, educational seminars, and the selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
AR
11/15/2017 - Present
Castleview Partners, LLC (Little Rock AR)
PA
07/26/1999 - 07/21/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
03/08/1999 - 07/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
DE
02/16/1994 - 01/14/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
09/16/1991 - 01/10/1994
HAMILTON INVESTMENTS, INC.
AZ
06/18/1989 - 12/31/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
02/21/1989 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
02/23/1988 - 01/02/1989
PLANNED INVESTMENTS INC.
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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