Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Alexander has been a registered investment advisor since 2003, and has been with Retirement Investment Advisors Inc. since that time. Carol is a Certified Financial Planner and holds licenses in Series 3, Series 7 and Series 63 and 65. Carol has worked with several firms in the past, including NFP Securities, Inc., and Prudential Securities Incorporated. Carol provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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
OK
10/31/2003 - Present
Retirement Investment Advisors Inc. (OKLAHOMA CITY OK)
OK
05/27/2004 - 04/23/2008
NFP SECURITIES, INC. (OKLAHOMA CITY OK)
NY
09/22/2000 - 06/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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