Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shipley Hall is a financial advisor with Colorado Financial Service Corp. Charles has over 40 years of experience in the financial industry, with a strong background in providing financial planning and portfolio management services to high-net-worth individuals. Charles is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
12/20/2023 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
TN
10/18/2019 - 12/01/2023
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
IL
12/23/2013 - 11/07/2019
KINGSBURY CAPITAL, INC. (EVANSTON IL)
IL
10/20/2014 - 12/31/2014
KINGSBURY CAPITAL LLC (EVANSTON IL)
FL
07/24/2013 - 12/23/2013
HARBOR LIGHT SECURITIES, LLC (TAMPA FL)
IL
09/26/2005 - 07/12/2013
EDWIN C. BLITZ INVESTMENTS, INC. (NORTHFIELD IL)
CA
08/10/2005 - 09/15/2005
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
12/02/1992 - 08/13/2003
FLORIDA CAPITAL SECURITIES CORP. (HEATHROW FL)
FL
07/13/1989 - 11/02/1990
EPOCH CAPITAL SECURITIES CORPORATION (HEATHROW FL)
NA
04/22/1988 - 05/11/1989
CARDINAL SECURITIES CORPORATION
NA
11/11/1986 - 12/31/1987
PSI SECURITIES CORPORATION
NA
03/09/1985 - 09/15/1986
BALCOR SECURITIES COMPANY
NA
07/20/1983 - 10/15/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/26/1983 - 10/05/1984
INTEGRATED RESOURCES MARKETING, INC.
NA
06/26/1978 - 06/21/1983
HOME LIFE INSURANCE COMPANY
NA
02/18/1970 - 06/12/1976
CG EQUITY SALES COMPANY
BC
Issued 10/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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