Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Holm has been a registered representative in the financial services industry since 1983. Carol has worked for Centaurus Financial, Inc. since 2006. Carol is currently registered in Arizona, Idaho and Washington. Carol also holds Series 6, 22, 62 and 63 licenses. Carol is a Chartered Financial Consultant. Carol's past experience includes working for Princor Financial Services Corporation, Equity Services, Inc. and NYLIFE Securities Inc.
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.
1
2
ID
01/05/2011 - Present
Centaurus Financial, Inc. (BLACKFOOT ID)
IA
09/02/2004 - 01/12/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
VT
10/08/2002 - 07/23/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/12/1983 - 10/03/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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