Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Chapman is a financial advisor based in Lorain, Ohio. Charles has been a registered representative in the financial industry since 2012 and is currently registered with State Farm Investment Management Corp. Charles has a Series 6, Series 63 and Series 65 license and is registered in Ohio.
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
OH
08/07/2018 - Present
State Farm Investment Management Corp. (Lorain OH)
OH
04/27/2012 - 11/06/2014
KEY INVESTMENT SERVICES LLC (SANDUSKY OH)
IA
Issued 01/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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