Charles BenderCRD Number: 2579528
Current Firm: Fiduciary Wealth Management LLC
Charles Bender (CRD# 2579528) is an Investment Advisor Representative working at Fiduciary Wealth Management LLC in Miami, FL and has over 10 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||Dec 2016 - Current||5|
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Current||6|
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2014 - Dec 2016||2|
|J.p. Morgan Securities LLC||Pembroke Pines, FL||Oct 2012 - Sep 2014||1|
|Chase Investment Services Corp||Plantation, FL||Nov 2011 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management6MILLIONS
Total Number of Accounts43ACCOUNTS
Average Account Value$127,907
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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