Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hirsch is a financial professional with over 8 years of experience in the industry. Charles is registered with State Farm Investment Management Corp. in Ohio and New York. Charles has a Series 6, Series 63, Series 65, and SIE licenses and holds the Chartered Financial Consultant designation. Charles is active in the community and is involved in the Elyria Rotary Club.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
OH
11/29/2018 - Present
State Farm Investment Management Corp. (Elyria OH)
IA
Issued 12/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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