Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hitchcock is a financial professional with over 15 years of experience in the industry. Charles currently works for LPL Enterprise, LLC in the state of South Carolina. Charles has been registered as an investment advisor representative since 2006. He has also held several positions at other firms including Allstate Financial Services, LLC, The Leaders Group, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Charles holds Series 6, 63 and 65 licenses. Charles provides various financial services to his clients such as financial planning, portfolio management and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
11/14/2024 - Present
LPL Enterprise, LLC (MT. PLEASANT SC)
NC
01/30/2014 - 09/29/2020
ALLSTATE FINANCIAL SERVICES, LLC (CHARLOTTE NC)
CO
02/09/2011 - 12/31/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
04/17/2006 - 05/12/2009
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
04/17/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
IA
Issued 09/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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