Charlene Morrow CLU, ChFC is a Registered Representative and Investment Advisory Representative through American Portfolios Financial Services Inc. She provides Planning and Investment Services for couples and individuals preparing for retirement.
Charlene Morrow is a Chartered Financial Consultant and a Chartered Life Underwriter. She focuses on providing Investment Services and Financial Planning for couples and individuals preparing for retirement. Securities are offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Advisory services through American Portfolios Advisors, Inc.
Individuals and families work with Charlene to:
-Identify financial goals and implement plans to achieve those goals.
-Have the ability to select investment products by being offered choices based on an understanding of the difference between product styles and their suitability, and transparency of the cost structure associated with the products.
-Have the flexibility to select investment companies from an exhaustive list of investment companies available through the independent channel.
-Identify investment risk tolerance and establish an investment strategy that is suitable based on age and time horizon.
-Understand the services that will be provided and developed to best meet their needs.
Charlene has been an advisor for 24 years and started her Financial Services practice in 1994. She earned her Master of Business Administration degree from Canisius College in 1991, Associates degree from Erie Community College in 1986, and her Bachelors degree from the State University of New York at Buffalo in 1982. She is a licensed Stockbroker and Investment Advisor Representative.
Residing in her home in the Town of Aurora, NY, Charlene is an accomplished Classical Guitarist, and enjoys the company of her family, her two Irish Wolfhounds, friends, and customers.
Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Within her practice, Charlene provides investment products that include Mutual Funds, Individual Stocks and Bonds, and Third Party Professional Money Management Platforms. She is also licensed to sell insurance products including Life Insurance, Annuities and Long term Care Insurance.
