Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph McKelvey is an investment professional with over 23 years of experience in the financial services industry. Charles is currently registered with Commonwealth Financial Network. Previously, Charles was affiliated with CADARET, GRANT & CO., INC. in Bethlehem, PA, Park Avenue Securities LLC in New York, NY, and Guardian Investor Services LLC, also in New York, NY. Charles holds licenses in several states including Pennsylvania, California, Colorado, Delaware, Florida, Louisiana, Maryland, New Jersey, North Carolina, Oklahoma, South Carolina, Utah, and Virginia. Charles has achieved several professional designations including the Series 63, Series 65, Series 7, Series 6, Series 24, Series 4, Series 26, and the Series 52TO, and the SIE.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/18/2017 - Present
Commonwealth Financial Network (Bethlehem PA)
PA
08/01/2012 - 09/20/2017
CADARET, GRANT & CO., INC. (BETHLEHEM PA)
NY
02/15/2007 - 08/24/2011
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/17/2000 - 02/15/2007
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IA
Issued 08/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 09/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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