Unclaimed
Charles J. Hahn is a financial advisor with State Farm Investment Management Corp. Charles has been in the securities industry for 9 years. Charles has passed the Series 7, Series 66 and Series 6TO exams. Charles is registered with both FINRA and the State of Illinois. Previously Charles was employed by Morgan Stanley, CFWP Securities, LLC, and Barclays Capital Inc. Charles has extensive experience working with individuals and investment companies.
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.
1
2
IL
09/17/2019 - Present
State Farm Investment Management Corp. (BLOOMINGTON IL)
NY
10/11/2017 - 11/02/2017
CFWP SECURITIES, LLC (NEW YORK NY)
NY
04/07/2014 - 02/02/2016
MORGAN STANLEY (PURCHASE NY)
NY
10/27/2011 - 12/24/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
MI
02/15/2010 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (FARMINGTON HILLS MI)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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