Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Villano is a financial advisor with over 28 years of experience in the industry. Charles is currently registered with Park Avenue Securities LLC and has been with the firm since April 2009. Charles is a Certified Financial Planner™ professional and holds Series 6, 7, and SIE licenses. Charles has a long history of working with clients to develop comprehensive financial plans. Charles focuses on providing advice and services to individuals, families, corporations, and retirement plans. Charles is committed to building long-term relationships with clients, providing them with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/11/2024 - Present
Park Avenue Securities LLC (GLENVIEW IL)
IL
10/29/1999 - 05/15/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
WI
10/29/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
10/12/1995 - 10/15/1999
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NJ
01/22/1994 - 10/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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