Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Melford Hite is an investment advisor representative at MML Investors Services, LLC, and has been in the industry since June 15, 1999. Charles has been registered with MML Investors Services, LLC since March 25, 2017. Charles previously worked at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Charles has a Series 6, Series 7, Series 63, and Series 65 license. Charles holds the Certified Financial Planner designation. Charles has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Charles serves clients in Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Kansas, Kentucky, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Charles's other business activities include serving as a member of March Financial LLC, a business based at his residential address.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
02/21/2020 - Present
MML Investors Services, LLC (SHELTON CT)
CT
06/16/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
06/16/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 02/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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