Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Floeckher is an Investment Advisor Representative with Park Avenue Securities LLC, registered with the state of Massachusetts. Charles has been in the securities industry since June 2013. Charles is a Certified Financial Planner and has a Series 7 and Series 66 license. Charles has been with Park Avenue Securities LLC since May 2020 and has previously been affiliated with Citizens Securities, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, Waddell & Reed, PNC Investments and RBC Capital Markets, LLC. Charles specializes in portfolio management for individuals and financial planning.
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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MA
01/08/2024 - Present
Park Avenue Securities LLC (MIDDLETON MA)
MA
12/19/2018 - 03/20/2020
CITIZENS SECURITIES, INC. (BELMONT MA)
MA
04/05/2017 - 10/18/2017
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
12/09/2014 - 04/04/2017
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
03/06/2014 - 11/18/2014
WADDELL & REED (WOBURN MA)
MD
09/28/2012 - 02/21/2014
PNC INVESTMENTS (ANNAPOLIS MD)
MD
09/14/2011 - 06/07/2012
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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