Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hall is a registered representative with SoFi Wealth LLC. Charles has been in the financial industry since 2015. Charles has Series 7 and Series 66 licenses and has experience with providing financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
04/27/2021 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
FL
10/01/2015 - 05/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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