Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hall is a financial advisor with over 27 years of experience in the financial services industry. Charles is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in multiple states. Charles has a strong background in providing financial advice to individuals, families, and businesses. Prior to joining Raymond James, Charles was employed with Wells Fargo Clearing Services, LLC. Charles has a commitment to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Boca Raton FL)
FL
06/11/2007 - 10/06/2020
WELLS FARGO CLEARING SERVICES, LLC (COCONUT CREEK FL)
FL
07/10/1996 - 06/12/2007
FMSBONDS, INC. (BOCA RATON FL)
NJ
04/19/1995 - 04/24/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 08/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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