ADVISOR BIO

Charles Edmonds is an investment advisor representative with MML Investors Services, LLC. Charles has been in the securities industry since September 1996 and has a current registration with the state of Pennsylvania. Charles is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Charles Howard Straub is a registered representative with Edward Jones. Charles Straub has been in the industry since January 25, 2012. Charles Straub is registered with the state of Pennsylvania and Texas. Charles Straub is also registered with FINRA. The firm has 22210 registered representatives, 21738 investment advisor representatives, 19832 licensed agents and 22226 employees who perform investment advisory functions. The firm manages $824,988,034,503 in total assets of which $342,573,363,149 is under discretionary management. The firm has a total of 5,086,856 accounts of which 1,392,792 are discretionary and 3,694,064 are non-discretionary.

SPECIALIZATIONS

ADVISOR BIO

Charles Joseph Dowds is a financial professional with over 30 years of experience in the industry. Charles is registered with MML Investors Services, LLC, in Pennsylvania, New Jersey, and Florida. Charles has worked with a variety of clients, including individuals, families, corporations, trusts, foundations, and pension plans. Charles offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Charles is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Charles Head is a financial professional with over 30 years of experience in the financial services industry. Charles is currently registered with Fidelity Personal And Workplace Advisors and is a Registered Representative and Investment Advisor Representative in both Pennsylvania and Texas. Prior to joining Fidelity, Charles worked for Vanguard Marketing Corporation and TIAA-CREF Individual & Institutional Services, LLC. Charles is a Chartered Financial Consultant and holds Series 6, 7TO, 26, and 63 licenses. Charles is a specialist in financial planning, portfolio management, and education seminars.

SPECIALIZATIONS

ADVISOR BIO

Charles Otto Posnecker is a financial advisor with Bryn Mawr Capital Management, LLC, where Charles has been employed since January 2023. Charles holds the Certified Financial Planner and Chartered Financial Analyst designations and is registered with the state of Delaware and Pennsylvania. Charles has been in the investment industry since May 2005. Charles specializes in providing financial planning and portfolio management services. Bryn Mawr Capital Management, LLC is headquartered in Philadelphia, Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Charles Boinske is a financial advisor with Modera Wealth Management, LLC. Charles has been in the financial industry since 2020. Charles is registered with the state of Pennsylvania. Charles holds the Series 7TO, Series 66, and SIE licenses. Charles's previous experience includes working with Dimensional Fund Advisors and Pennsylvania State University. Modera Wealth Management is an independent wealth management firm, specializing in financial planning, portfolio management, and retirement planning. They serve high-net-worth individuals, families, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Charles Tilkens is a financial advisor affiliated with Vanguard Advisers, Inc. Charles has been working in the financial services industry since July 2021. Charles has a wide range of experience serving individuals, corporations, and charitable organizations. Charles holds the Series 63, 66, 7TO and SIE securities licenses, and is registered to provide investment advice in 55 jurisdictions, including Pennsylvania and Texas.

SPECIALIZATIONS

ADVISOR BIO

Charles Kenneth Leith is a financial advisor who has been in the industry since 1988. Currently, Charles is a registered representative at Chapin, Davis, in Bala Cynwyd, Pennsylvania. Charles has a diverse range of experience working with various clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Charles Victor Stoelker is a financial advisor with Wells Fargo Clearing Services, LLC. Charles has been in the industry since 1981 and has held licenses with several firms, including First Union Capital Markets Corp., Butcher & Singer Inc., and Legg Mason Wood Walker, Incorporated. Charles has extensive experience in the financial services industry and has demonstrated commitment to client satisfaction. Charles specializes in working with individuals, businesses, and institutions to provide investment advice and financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Charles Galat is a financial advisor and owner of 1st Financial Investment, Inc. Charles has been in the financial industry since 2003. Charles holds a Series 6 and Series 63 license. Charles is a certified public accountant and has extensive experience in accounting and tax preparation. Charles offers a variety of financial services to individuals and businesses.

SPECIALIZATIONS