Charlie McKelvey
Financial Advisor at Financial Sources Inc.
- Role
- Registered Representative at Commonwealth Financial Group
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
Experience
Registered Representative
Jan 2017 — Present · Boston, MA, US
Securities and advisory services offered through Commonwealth Financial Network, / a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Financial Sources, Inc, 44 East Broad Street, Suite 110, Bethlehem, PA 18018, 61••••••60. This communication is strictly intended for individuals residing in the states of Pennsylvania and New Jersey. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
Education
Whitehall High School
Business Prep
1988 — 1991
DeSales University
Business Management
1996 — 1997
Muhlenberg College
Bachelor's Degree, Business Management
1997 — 2000
Skills
- Wealth Management
- Life Insurance
- Fixed Annuities
- Municipal Bonds
- Mutual Funds
- Series 6
- Series 24
- Series 26
- Series 53
- Series 7
- Variable Annuities
- College Savings Plans
- Charitable Planning
- Investment Advisory Services
- Retirement Planning
- Series 63
- Securities
- Estate Planning
- Strategic Financial Planning
- Series 4
- Series 65
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