Providing advice and custom solutions to help clients mitigate risk and accumulate wealth.

Carter Hatina

Areas of Specialization

Investment Portfolio Design
Wealth Accumulation Strategies
Life Insurance
Risk Management

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
Maumee, Ohio, 43537

Toll-Free: (877) 842.9535

Carter is a Registered Financial Services Associate who holds the Series 7 license. Carter contributes to the team at Flagship Capital Advisors in the investment research and portfolio management division. Additionally, Carter provides assistance to Cheryl in the area of Financial Planning and Risk Management Solutions (life insurance and disability income insurance).

Carter is working on other credentials to enable him to become more knowledgeable about Financial Planning to better assist us in serving our clients.

Carter is a graduate of Wittenberg University with a degree in Finance.

Carter Hatina

Providing advice and custom solutions to help clients mitigate risk and accumulate wealth.

Areas of Specialization

Investment Portfolio Design
Wealth Accumulation Strategies
Life Insurance
Risk Management
Carter is a Registered Financial Services Associate who holds the Series 7 license. Carter contributes to the team at Flagship Capital Advisors in the investment research and portfolio management division. Additionally, Carter provides assistance to Cheryl in the area of Financial Planning and Risk Management Solutions (life insurance and disability income insurance).

Carter is working on other credentials to enable him to become more knowledgeable about Financial Planning to better assist us in serving our clients.

Carter is a graduate of Wittenberg University with a degree in Finance.

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
Maumee, Ohio, 43537

Toll-Free: (877) 842.9535