Charlotte, “Char” has been with Lee Financial Group Hawaii since 1988. Char has over 37 years of experience in the financial services industry, and is a series 7 and 63 FINRA registered representative. Her responsibilities include oversight of the Funds’ transfer agent services and shareholder servicing.
Char also volunteers her time with the Miss Hawaii Scholarship Pageant, overseeing annual ticket sales for over 10 years.
A proud Kalani High School graduate, she is an avid surfer and canoe paddler and enjoys spending time with her granddaughter.
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