Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Roland Hoke is a financial advisor with CIBC Private Wealth Advisors, Inc. located in Atlanta, Georgia. Charles Hoke has been in the financial services industry for over 20 years. His previous experience includes roles with Invesco AIM Distributors, Inc., AT Investor Services, Inc., Credit Suisse Securities (USA) LLC, Morgan Stanley & Co., Incorporated, and SunTrust Securities, Inc. Charles Hoke is a CFA charter holder and holds Series 7 and 66 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Strategic management for diversified investment portfolios.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
06/30/2015 - Present
Cibc Private Wealth Advisors, Inc. (ATLANTA GA)
GA
12/07/2007 - 07/23/2009
INVESCO AIM DISTRIBUTORS, INC. (ATLANTA GA)
GA
03/28/2006 - 12/07/2007
AT INVESTOR SERVICES, INC. (ATLANTA GA)
NY
01/31/2003 - 03/29/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
12/07/1998 - 12/16/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
GA
09/22/1993 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 01/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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