Michael Charleton Email & Phone Number
President, CEO, Chief Investment Strategist @ Charleton Financial
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Michael Charleton Location
- Rochester, NY, US
Michael Charleton Work
- 1998 - now President, CEO, Chief Investment Strategist @
- 1998 - 2019 Partner @
Michael Charleton Education
- University of Rochester
BA Social Sciences
1978 - 1980 - Tusculum College 1975 - 1977
Michael Charleton Skills
- Certified Financial Planner
- CLTC
- CFS
- Financial Planning
- Investment Advisory Services
- General Securities Registered Representative
- Strategic Financial Planning
- Investment Advisory
- Securities
- Mutual Funds
- Wealth Management
- Financial Services
- Financial Advisory
- Retirement Planning
- Series 7
- Social Media
- Change Management
- Financial Reporting
- Strategy
- PowerPoint
- Finance
- Financial Analysis
Michael Charleton Summary
- Michael Charleton, based in Rochester, NY, US, is currently a President, CEO, Chief Investment Strategist at Charleton Financial Group, LLC. Michael Charleton brings experience from previous roles at Charleton Financial, LLC. Michael Charleton holds a 1978 - 1980 BA Social Sciences @ University of Rochester. With a robust skill set that includes Certified Financial Planner, CLTC, CFS, Financial Planning, Investment Advisory Services and more. Michael Charleton has 1 emails and 2 mobile phone numbers on RocketReach.
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Michael Charleton
President, CEO, Chief Investment Strategist
Rochester, NY, US
Top Charleton Financial Employees
Michael Charleton
President, CEO, Chief Investment Strategist
Rochester, NY, US
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