Welcome to the new Traders Laboratory! Please bear with us as we finish the migration over the next few days. If you find any issues, want to leave feedback, get in touch with us, or offer suggestions please post to the Support forum here.
charliemckelvey
-
Content Count
2 -
Joined
-
Last visited
Everything posted by charliemckelvey
-
Introduce Yourself Here - Don't Be Shy!!
charliemckelvey replied to trading4life's topic in Beginners Forum
Thanks Harry! I appreciate it. -
Introduce Yourself Here - Don't Be Shy!!
charliemckelvey replied to trading4life's topic in Beginners Forum
Good Morning everyone. My name is Charlie McKelvey and I am an investment advisor with Financial Sources, Inc. which is located in Bethlehem, PA. We manage approx 60 million for 300 clients. Most of our clients are retired so our primary investment objectives are preservation of capital and income. We do have some younger clients that have stock portfolios which we also actively manage. I have been in the business for 20 years now and love it! I am also a Christian and very active with my church. My firm also specializes in charitable giving strategies and we regularly do seminars for local churches and charities to assist in fundraising. Though this activity does not result in many clients for the firm, it has been successful in fundraising for the churches and charities which gives me great satisfaction to give back. Thank you for accepting me into the community here and I am looking forward to being an active member.