Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Woodbury is an investment advisor representative with Park Avenue Securities LLC. Charles has been in the financial services industry since 1985 and has a broad range of experience. Charles has passed the Series 6, Series 7, Series 63, and Series 65 exams and holds the designation of Chartered Financial Consultant. Charles is registered in multiple states and has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Charles provides financial planning, portfolio management, and educational seminars to clients. Charles is also a member of the Towson United Methodist Church Stewardship Committee and Planned Giving Committee.
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
MD
04/05/2011 - Present
Park Avenue Securities LLC (Hunt Valley MD)
NY
10/07/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
09/03/1985 - 10/01/1992
F & G SECURITIES, INC.
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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