Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carleen? Claim Your ProfileCarleen Pirro is an investment advisor representative at Frost Investment Services. Carleen has been in the financial services industry for over 30 years. Carleen is registered with FINRA and the state of Texas. Carleen holds the Series 7, Series 63, and Series 65 licenses. Carleen is also a Certified Financial Planner. Carleen has experience working with individuals, corporations, and charitable organizations. Carleen provides financial planning, portfolio management, and other services to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/26/2022 - Present
Frost Investment Services (DALLAS TX)
NY
10/25/1996 - 12/20/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/25/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/05/1996 - 10/16/1996
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
04/05/1996 - 10/16/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
06/14/1994 - 10/16/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/14/1994 - 10/16/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/23/1989 - 08/17/1993
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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