Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Muhlenkamp is a financial advisor associated with Osaic Wealth, Inc. Carol has been working in the financial services industry since 2001. Carol has been registered with FINRA since 2016. Osaic Wealth, Inc. offers a range of services, including financial planning, pension consulting, and portfolio management. Osaic Wealth, Inc. is based in Scottsdale, AZ and has an office in Greenville, OH where Carol is located.
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.
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2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (GREENVILLE OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (GREENVILLE OH)
OH
05/02/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENVILLE OH)
OH
01/30/2015 - 12/08/2015
J.P. MORGAN SECURITIES LLC (PIQUA OH)
OH
01/25/2013 - 08/16/2013
FIFTH THIRD SECURITIES, INC. (GREENVILLE OH)
OH
10/01/2012 - 10/12/2012
J.P. MORGAN SECURITIES LLC (CELINA OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CELINA OH)
IL
04/19/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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