Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Linehan is a financial professional who is currently registered with Hilltop Securities Inc. and has been in the industry since September 24, 2023. Carol holds Series 50, SIE, and Series 52TO licenses. Carol has expertise in municipal securities, financial planning, and providing educational seminars to clients. Carol is located in Austin, TX and is available to serve clients across the state of Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
09/25/2023 - Present
Hilltop Securities Inc. (AUSTIN TX)
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2022
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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