Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Eastman is a financial advisor with over 30 years of experience in the industry. Currently, Charles is an Investment Advisor Representative with Park Avenue Securities LLC. Charles specializes in individual and corporate clients, financial planning, and investment advisory services. Charles also has experience with a variety of other types of clients including charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Charles's career began in 1985 with Penn Mutual Equity Services, Inc. and he has also held positions with SUN Investment Services Company and GUARDIAN INVESTOR SERVICES CORPORATION.
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.
1
2
OH
05/03/1999 - Present
Park Avenue Securities LLC (CINCINNATI OH)
NY
07/16/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
02/02/1987 - 07/27/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
12/04/1985 - 02/10/1987
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/01/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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