Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hill is a financial advisor who has been in the industry since November 2008. Charles is currently registered with U.S. Bancorp Investments, Inc. and is licensed in Ohio and several other states including Arizona, Florida and North Carolina. Charles has a strong background in the industry with previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., State Farm VP Management Corp., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
10/01/2024 - Present
U.s. Bancorp Investments, Inc. (Dublin OH)
NY
08/27/2020 - 05/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
12/19/2019 - 07/23/2020
LPL FINANCIAL LLC (WHITEHALL OH)
OH
03/08/2013 - 08/14/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
02/09/2010 - 08/24/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
02/13/2009 - 04/09/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
12/08/2005 - 01/20/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
OH
12/08/2005 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (COLUMBUS OH)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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