Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Buchman-Krutiansky is a financial advisor at Cetera Investment Advisers LLC. Carol has over 28 years of experience in the financial services industry, having held positions at various firms including Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Carol is registered as a broker-dealer in 28 states and as an investment advisor representative in New York and Texas. Carol is also a Certified Public Accountant (CPA) and tax preparer and has her own clients that she prepares tax returns for. Carol is dedicated to providing her clients with comprehensive financial planning and investment management services.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
03/06/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
TX
01/30/1995 - 03/12/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/1996
Series 7 - General Securities Representative Examination
BC
Issued 1/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Buchman-krutiansky is the right advisor for you? Invested Better is here to help.
