Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caralyn? Claim Your ProfileCaralyn Vansice Balthrop is a financial advisor with First Horizon Advisors, Inc. Caralyn has been in the financial industry since August 16, 1998, working in a variety of roles in different firms. Caralyn is currently registered with the state of Tennessee as an Investment Advisor Representative (IAR). Caralyn has passed several financial exams, including the Series 63, Series 65, Series 66 and Series 7. Caralyn is also registered as a broker with FINRA. Caralyn provides financial planning, pension consulting and educational seminars. She also selects other advisors and manages portfolios for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
07/25/2023 - Present
First Horizon Advisors, Inc. (CHATTANOOGA TN)
TN
02/13/2007 - 12/08/2009
MORGAN KEEGAN & COMPANY, INC. (CHATTANOOGA TN)
TN
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
WI
11/02/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
TN
08/04/1998 - 11/25/1998
PIONEER SECURITIES, INC. (CHATTANOOGA TN)
IA
Issued 07/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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