Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Anderson is a financial advisor with over 40 years of experience in the financial services industry. Carol is registered with Osaic Wealth, Inc. and Anderson Wealth Advisors LLC. Carol specializes in providing financial planning and portfolio management for individuals, businesses, and pension plans.
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
IL
11/03/2023 - Present
Osaic Wealth, Inc. (NAPERVILLE IL)
IL
02/26/2007 - 11/03/2023
FSC SECURITIES CORPORATION (NAPERVILLE IL)
IL
06/01/1998 - 02/28/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (NAPERVILLE IL)
IN
08/30/2001 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/11/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IL
06/24/1993 - 03/11/1994
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
11/26/1979 - 03/23/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 11/26/1979
LOEB PARTNERS
NA
11/01/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/22/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Anderson is the right advisor for you? Invested Better is here to help.
