Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Iannessa is an Investment Advisor Representative with Global Retirement Partners LLC. Carol has been in the industry since June 8, 1991. She has a wide range of experience in the financial services industry, having previously worked at firms such as Raymond James Financial Services, Inc., Commonwealth Financial Network, and MML Investors Services, Inc. Carol holds several licenses and certifications, including the Series 7, Series 6, and Series 63 exams. Carol provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. She is dedicated to helping clients achieve their financial goals.
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.
1
2
PA
05/24/2022 - Present
Global Retirement Partners LLC (Moon Township PA)
PA
03/01/2017 - 05/10/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOON TOWNSHIP PA)
PA
05/08/2009 - 03/01/2017
COMMONWEALTH FINANCIAL NETWORK (MOON TOWNSHIP PA)
PA
11/03/2006 - 03/12/2009
MML INVESTORS SERVICES, INC. (CANONSBURG PA)
PA
07/05/2000 - 11/08/2006
COMMONWEALTH FINANCIAL NETWORK (PITTSBURG PA)
MA
07/28/1995 - 07/03/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
04/10/1991 - 07/24/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/10/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Iannessa is the right advisor for you? Invested Better is here to help.
