Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Grotyohann has been in the financial industry since 1988. Charles is currently a registered representative of Park Avenue Securities LLC and holds Series 6, 7, 63, and 65 licenses. Charles has also been certified as a Certified Financial Planner and a Chartered Financial Consultant. Charles is a highly experienced financial advisor, specializing in retirement planning, estate planning, insurance planning, and college planning. Charles serves a variety of client types, including individuals, families, and businesses.
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
NJ
02/18/2022 - Present
Park Avenue Securities LLC (LEDGEWOOD NJ)
NY
02/13/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
08/19/1988 - 01/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/19/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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