Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles J Hahn has been a financial professional for over 25 years. Charles is currently registered with LPL Financial LLC, and has previously been associated with several other firms, including Invest Financial Corporation, CUSO Financial Services, L.P., and BANCWEST Investment Services, INC.. Charles holds multiple licenses and certifications, including Series 7, Series 63, Series 66, and the SIE Exam. Charles specializes in offering financial planning and investment management services to individuals, families, and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/14/2018 - Present
LPL Financial LLC (VALENCIA CA)
CA
09/16/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (BURBANK CA)
CA
09/07/2011 - 10/02/2013
CUSO FINANCIAL SERVICES, L.P. (NORTH HOLLYWOOD CA)
CA
01/16/2009 - 09/06/2011
BANCWEST INVESTMENT SERVICES, INC. (SAN MARINO CA)
CA
02/27/2008 - 02/02/2009
NPB FINANCIAL GROUP, LLC (VALLEY VILLAGE CA)
CA
07/13/2007 - 03/03/2008
AIG FINANCIAL ADVISORS, INC. (VALEY VILLAGE CA)
CA
05/01/2002 - 07/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
01/01/1999 - 07/12/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/20/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
12/03/1997 - 03/09/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
CA
07/25/1997 - 11/26/1997
RICHMOND HILLCREST & COMPANY, INC. (SHERMAN OAKS CA)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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