Unclaimed
Charles Huber is a financial professional with over 25 years of experience in the financial services industry. Charles is currently registered with State Farm Investment Management Corp. in Maryland and Delaware, where he provides portfolio management services for individuals and investment companies. He is also a licensed insurance agent with Charles Huber's Insurance Agency. Prior to joining State Farm Investment Management Corp., Charles held positions at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, First Union Brokerage Services, Inc., and Signet Financial Services, INC. Charles holds Series 6, 63, and 65 licenses.
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
MD
09/19/2018 - Present
State Farm Investment Management Corp. (Denton MD)
WI
05/02/2000 - 07/09/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/02/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NC
04/08/1997 - 03/08/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
04/07/1994 - 03/11/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 09/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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