Unclaimed
Carol Lynn Giannetta is a financial advisor who has been in the industry since May 1995. Carol is currently registered with Edward Jones in ST JOSEPH, MO. She is also registered as an investment advisor representative in Texas. Carol has worked with Edward Jones since March 2002, prior to that, Carol was with A. G. EDWARDS & SONS, INC.. Carol works with individuals, businesses, pension and profit sharing plans, charitable organizations, partnerships, investment clubs, and limited liability companies. Carol's firm manages approximately $10 billion - $50 billion in assets.
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.
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.
See schedule d - miscellaneous
1
2
MO
08/15/2024 - Present
Edward Jones (ST JOSEPH MO)
MO
03/25/2002 - 08/14/2024
EDWARD JONES (ST JOSEPH MO)
MO
10/13/1994 - 08/13/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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