Charles M. Palma

Investment Advisory Representative/park Ave Securities at Wealth Advisory Group LLC

Charles M. Palma holds designations such as CLU®, ChFC®, MSFS, CLTC, and LUTCF. Charles M. is a Registered Representative and Financial Advisor at Park Avenue Securities LLC. Additionally, Charles M. serves as a Financial Representative & Investment Advisory at Evergreen Planning. Charles previously worked as an Agency Manager at Melville Financial Group and as a Financial Advisor at Northwestern Mutual. Charles M. holds a BS in Management from St. Johns University and a Masters in Finance from The American College.

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Timeline

  • Investment Advisory Representative/park Ave Securities

    February, 2011 - present

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