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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carin? Claim Your ProfileCarin Desimone is an investment advisor representative with Edelman Financial Engines. Carin has been in the financial services industry for over 20 years. Carin has experience with a variety of financial products and services. Carin is dedicated to helping clients achieve their financial goals. Carin is a registered investment advisor representative in Florida.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
01/28/2021 - Present
Edelman Financial Engines (FORT MEYERS FL)
NJ
05/12/2015 - 04/16/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
NJ
10/23/2009 - 05/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
08/03/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
PA
10/01/2000 - 06/28/2007
WACHOVIA SECURITIES, LLC (PLYMOUTH MEETING PA)
NC
02/18/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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