Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carole-lynn? Claim Your ProfileCarole-lynn Saros has been in the financial services industry since December 28, 1995. Carole-lynn has been a registered representative with Next Financial Group, Inc., Intersecurities, Inc., MML Investors Services, Inc., MML Distributors, LLC, and G. R. Phelps & Co., Inc. Carole-lynn is currently employed by THE Ameriflex Group. Carole-lynn is a Certified Financial Planner and holds the Series 7, Series 24, Series 27, Series 66, and SIE licenses. Carole-lynn specializes in providing financial planning, investment advisory, and insurance services to individuals, families, businesses, and retirement plans.
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.
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
CT
07/29/2024 - Present
THE Ameriflex Group (Willington CT)
CT
10/23/2006 - 07/31/2024
NEXT FINANCIAL GROUP, INC. (WILLINGTON CT)
CT
01/05/2001 - 10/30/2006
INTERSECURITIES, INC. (WILLINGTON CT)
MA
03/01/1996 - 07/09/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
06/29/1995 - 07/09/1996
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NA
07/03/1991 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 01/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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