Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles F. Hais is a financial advisor with over 35 years of experience in the industry. Charles is currently registered with Osaic Wealth, Inc. in Cincinnati, OH. Charles is also a registered Investment Advisor with Queen City Capital Management LLC. Charles has a broad range of experience, including financial planning, portfolio management, and pension consulting. Charles has obtained several licenses and designations, including Series 6, 7, 24, 63, 66, and 99TO, as well as the SIE exam and is a Chartered Financial Consultant. Charles specializes in providing advice to individuals, businesses, and charitable organizations. Charles's clients appreciate his commitment to providing personalized service and his ability to develop tailored financial plans to meet their specific needs.
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.
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.
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2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
12/26/2008 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
12/26/2008 - 02/05/2009
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
NE
12/15/2008 - 12/26/2008
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
04/03/2001 - 12/26/2008
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
OH
10/23/1990 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
11/12/1987 - 09/05/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/12/1987 - 09/05/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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