Charlie Mckelvey's Location
Bethlehem, PA, US
Charlie Mckelvey's Work
- Registered Representative @ Commonwealth
- Financial Advisor @ Financial Sources, Inc.
- Registered Representative @ Cadaret Grant
- AVP, Broker and Dealer Operations @ Park Avenue Securities
- Manager, Insurance and Annuities @ Guardian Life
Charlie Mckelvey's Education
- Muhlenberg College
Bachelor's Degree (Business Management)
1997 - 2000 - DeSales University
Business Management
1996 - 1997 - Whitehall High School
Business Prep
1988 - 1991
Charlie Mckelvey's Skills
- Estate Planning
- Series 63
- Fixed Annuities
- Retirement Planning
- Series 53
- Variable Annuities
- Series 6
- Series 4
- Wealth Management
- Life Insurance
Charlie Mckelvey's Summary
Charlie McKelvey, based in Bethlehem, PA, US, is currently a Registered Representative at Commonwealth, bringing experience from previous roles at Financial Sources, Inc., Cadaret Grant, Park Avenue Securities and The Guardian Life Insurance Company of America. Charlie McKelvey holds a 1997 - 2000 Bachelor's Degree in Business Management @ Muhlenberg College. With a robust skill set that includes Estate Planning, Series 63, Fixed Annuities, Retirement Planning, Series 53 and more, Charlie McKelvey contributes valuable insights to the industry. Charlie McKelvey has 3 emails on RocketReach.
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