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Charles M

Series 66, Series 63

Chicago, IL

Hilltop Securities inc.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. holding Series 66 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Hilltop Securities Asset Management and Broski Fence and has sixteen years of experience in primary and secondary education. Hilltop Securities serves a diverse client base, including individual high-net-worth and institutional clients, offering investment advisory and broker-dealer services through an open-architecture platform that integrates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, providing comprehensive financial solutions including municipal bond strategies and specialty programs.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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