Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Walter Hamilton is a financial advisor with Truist Advisory Services, Inc. located in Tampa, FL. Karl is a registered representative and investment advisor representative with over 35 years of experience in the financial services industry. Karl is registered with the state of Florida and holds Series 4, 7, 8, 9, 10, 24, 31, 53, 63 and 65 licenses. Karl has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/09/2016 - Present
Truist Advisory Services, Inc. (TAMPA FL)
OH
04/14/1998 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MA
04/01/1998 - 04/24/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
08/15/1989 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
08/21/1986 - 07/29/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/15/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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