Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Hanna has been in the financial industry since 1994. Charles currently works at Cambridge Investment Research Advisors, Inc., where he is registered as a Registered Representative. Charles has been with Cambridge Investment Research Advisors, Inc. since May 2017. Previously, Charles worked at COMMONWEALTH FINANCIAL NETWORK from February 2003 to May 2017. Prior to that, Charles worked at LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY from October 1994 to February 2003. Charles is licensed in Florida, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, and Tennessee. Charles specializes in Investment Advisory Services, Retirement Planning, Portfolio Management, and Estate Planning. Charles has experience working with a variety of clients, including individuals, families, small businesses, and non-profit organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
05/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Columbus OH)
OH
02/14/2003 - 05/02/2017
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
IN
10/31/1994 - 02/19/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/31/1994 - 02/19/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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