Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hanna is a financial advisor with over 20 years of experience in the financial services industry. Charles is currently registered with Raymond James Financial Services Advisors, Inc. and holds several licenses and certifications including the Series 6, 7, 24, 63, and 65 exams. Charles is also a registered Investment Advisor in Pennsylvania. Charles provides financial planning, portfolio management, and investment advice to individuals, families, and businesses. Charles has a passion for helping clients reach their financial goals and has a reputation for providing personalized and comprehensive service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
08/30/2017 - Present
Raymond James Financial Services Advisors, Inc. (Lancaster PA)
PA
05/01/2003 - 08/28/2017
M&T SECURITIES, INC. (NEW HOLLAND PA)
MD
03/24/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
MD
01/13/2000 - 06/17/2002
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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