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 financial advisor in Bowling Green, Kentucky, associated with Ameriprise Financial Services, LLC. Charles has been in the industry since September 1996. Charles has experience with financial planning, asset allocation services, portfolio management for businesses, and portfolio management for individuals. He has a background in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and insurance companies. Charles holds the Series 7, Series 24, Series 63 and Series 65 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.
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.
Asset allocation services
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
KY
06/22/2018 - Present
Ameriprise Financial Services, LLC (Bowling Green KY)
KY
09/10/2015 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Bowling Green KY)
KY
09/17/2010 - 09/09/2015
CSSC BROKERAGE SERVICES, INC. (BOWLING GREEN KY)
KY
11/13/2009 - 09/14/2010
PNC INVESTMENTS (SMITHS GROVE KY)
KY
04/04/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (BOWLING GREEN KY)
KY
06/28/2006 - 12/18/2007
ASCENSION FINANCIAL SOLUTIONS, INC. (BOWLING GREEN KY)
TN
04/07/1995 - 04/27/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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