Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles A Huff Jr. is a financial professional with over 25 years of experience in the financial services industry. He is currently registered as a Registered Representative with Fifth Third Securities, Inc., where Charles has been employed since November 2004. Prior to that, Charles worked for Fort Washington Brokerage Services, Inc. and Capital Analysts, Incorporated. Charles is licensed in 20 states and holds the Series 6, 7, 26, 63 and 66 securities licenses as well as the SIE exam. He is also registered as an Investment Advisor Representative in Ohio. Charles has expertise in providing financial planning, portfolio management, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/14/2005 - Present
Fifth Third Securities, Inc. (WORTHINGTON OH)
OH
09/01/2000 - 11/17/2004
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
05/28/1998 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 12/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/12/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 5/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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