Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Ball is a registered investment advisor representative with M1 Finance. Charlotte is a registered representative in Georgia, Illinois, and South Carolina. She has been in the industry for over two years. Charlotte has been working with M1 Finance since March 2023. Charlotte also owns a stationery design business.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/31/2024 - Present
M1 Finance (CHICAGO IL)
GA
10/15/2021 - 03/23/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATHENS GA)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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