Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol McElroy is a financial advisor with Raymond James Financial Services Advisors, Inc. Carol has been working in the financial services industry since 2001. Carol has a wide range of experience and expertise, including experience with retirement planning, insurance, and investments. Carol is registered with the state of Florida and holds Series 7, Series 66, and SIE licenses. Carol is committed to providing her clients with the highest level of service and helping them achieve their financial goals. Carol's firm, Raymond James Financial Services Advisors, Inc., is a full-service investment firm that offers a wide range of financial products and services. The firm has a strong commitment to providing clients with personalized financial advice and solutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/14/2017 - Present
Raymond James Financial Services Advisors, Inc. (SPRING HILL FL)
NY
03/01/2002 - 08/02/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
05/04/2001 - 03/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carol McElroy is the right advisor for you? Invested Better is here to help.
