Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Hodiak Chaney is a registered investment advisor representative with Geneos Wealth Management, Inc., located in Union Bridge, Maryland. Carol has been working in the financial industry since March 22, 2001 and holds Series 66, 7, and SIE licenses. Carol has experience in providing financial planning, pension consulting, educational seminars, and portfolio management services. Carol provides services to a variety of clients, including individuals, corporations, and charitable organizations. Carol also has experience working with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
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
MD
12/01/2006 - Present
Geneos Wealth Management, Inc. (UNION BRIDGE MD)
MD
04/23/2003 - 12/07/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FREDERICK MD)
IN
04/23/2003 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/19/1989 - 09/16/1991
MONY SECURITIES CORP.
NA
12/19/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
07/18/1989 - 11/18/1989
PW SECURITIES, INC.
BOTH
Issued 10/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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