Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charissa? Claim Your ProfileCharissa Ann Hatten is a registered investment advisor representative with Valic Financial Advisors, Inc. Charissa has been active in the securities industry for several years. Charissa is registered with the state securities regulators of Idaho, Montana, and Washington. Charissa has passed the Series 66, Series 7TO, and SIE exams. Charissa has worked as an agent for AGIA, and occasionally acts as a guest speaker for churches and non-profits. Charissa provides financial planning and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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WA
03/31/2023 - Present
Valic Financial Advisors, Inc. (SPOKANE WA)
BOTH
Issued 03/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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