Charney Investment Group

Financial Planning, Investments, Portfolio Management, Estate Planning, Retirement Planning, Income Maximization & Business Planning.  www.charneyig.com

President and Founder 

Wells Fargo Advisors

Managing Director

WACHOVIA SECURITIES

Financial Planning, Stock, Bond and Mutual Fund Investments

Senior Vice President Investments

Wheat First Butcher Singer

Senior Vice President and Branch Manager

Dean Witter Reynolds Inc.

Stocks, Bonds, Financial Planning & Investments

Assoc. Vice President

Account Executive

US Army

Captain Army National Guard

Long Island Recruiting Command, High Grad. Officer & Bn. XO

Cpt.

504th Maintenance Co. 
Direct Support Maintenance Platoon Leader, Shop Officer & XO

2nd Lt., 1st Lt. & Cpt.

2nd. Lt.

2nd Lt.

Experienced President with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Portfolio Management, Risk Management, Strategic Planning, Financial Planning, and Securities.

Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.



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