Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Fromhagen is a financial advisor with over 30 years of experience in the industry. Carol is currently registered with Grove Point Advisors, LLC, and has previously worked at National Planning Corporation, IFG Network Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carol provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Carol holds the Series 7, Series 63, Series 65, and SIE licenses. Carol has a long history of working with a diverse range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Carol has a strong understanding of the investment landscape and is committed to providing her clients with personalized financial advice.
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
GA
04/01/2021 - Present
Grove Point Advisors, LLC (Atlanta GA)
CA
03/15/1999 - 12/12/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
10/01/1997 - 03/18/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
01/19/1988 - 10/20/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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