Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alexander is an investment advisor representative with Park Avenue Securities LLC. Charles has been in the industry since 1991 and has worked for several firms, including The Lincoln National Life Insurance Company, Guardian Investor Services Corporation, and Lincoln Financial Advisors Corporation. Charles has passed the Series 6, Series 63 and SIE exams. Charles is registered in Alabama, Arkansas, Florida, Georgia, Kansas, Louisiana, Mississippi, Nebraska, Nevada and Texas. Charles specializes in providing financial planning, educational seminars, and portfolio management for individuals and selection of other advisors.
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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2
LA
05/03/1999 - Present
Park Avenue Securities LLC (RUSTON LA)
IN
10/17/1996 - 12/14/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/05/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
01/28/1991 - 03/22/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/28/1991 - 03/22/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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