Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Zirkle is a registered representative with Integrated Wealth Concepts LLC. Carol has been in the industry since July 11, 2018 and is licensed to provide investment advice in Virginia. Carol has passed the Series 66, Series 7, and SIE exams. In addition to being an investment advisor representative, Carol is also a Certified Public Accountant and a Notary. Carol also serves as a Board Member for Pinnacle Consulting Services. Carol is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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VA
09/13/2018 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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