Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carole? Claim Your ProfileCarole McNichol is a financial professional with over 36 years of experience in the industry. Carole is currently registered with Osaic Wealth, Inc. in Georgia, with previous experience at Securities America, Inc., VOYA FINANCIAL ADVISORS, INC., VALIC FINANCIAL ADVISORS, INC., The Variable Annuity Marketing Company, MetLife Securities Inc. and Metropolitan Life Insurance Company. Carole holds Series 6, 7, 63, 65, and SIE licenses. Carole's area of expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SUWANEE GA)
GA
06/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SUWANEE GA)
GA
09/13/2007 - 07/01/2020
VOYA FINANCIAL ADVISORS, INC. (SUWANEE GA)
GA
11/09/1998 - 07/18/2007
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
TX
07/27/1990 - 01/16/2002
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MA
10/07/1987 - 08/16/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/07/1987 - 08/16/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
11/12/1986 - 12/05/1986
FIRST INVESTORS CORPORATION
IA
Issued 03/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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