Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen maria? Claim Your ProfileCarmen maria Bolius Andrews is a registered investment advisor representative with Great Valley Advisor Group, Inc. Carmen maria has been in the industry since 2003. Carmen maria is registered in 12 states and holds Series 6, 7, 63, and 66 licenses. Carmen maria specializes in working with individuals and businesses. Carmen maria provides financial planning, portfolio management, and consulting services.
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.
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.
Consulting services
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.
1
2
DE
08/02/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
NC
09/22/2004 - 12/09/2010
SECURITIES AMERICA, INC. (CHARLOTTE NC)
MO
04/14/2004 - 07/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/25/2002 - 03/26/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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