AFFILIATES

Charles, known to clients and friends as (Cholly) currently holds a Series 6, 63, 65, 7 and 24 FINRA Securities License and is the Nashville Office Branch Manager of Mutual Service Corp. He has a separate office, Loventhal Financial Services*, with Frieda Ellis and Donna Goldman. Frieda also holds a life & health license as well as a Series 6 and 63 securities license and between her and Charlie they have 45 years of combined experience. Donna has been employed with them for nine years as a Customer Service and Account Rep. His office specializes in individual and group, life insurance, disability insurance, health insurance, financial planning, retirement planning, mutual funds, variable annuities, variable life and buying and selling stocks. They have been associated with Robins Insurance Agency for eight years.

* Loventhal Insurance & Financial Services is independent of Mutual Service Corporation. Securities and Advisory Services offered through Mutual Service Corporation, Member FINRA/SIPC.