Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolin? Claim Your ProfileCarolin Alaverdian is an investment advisor representative at Windsor Capital Management, LLC. Carolin has been in the industry since 1998 and holds Series 63, 65, and 7 licenses. Carolin has prior experience with National Planning Corporation, TD Ameritrade, Inc., Partnervest Securities, Inc., H&R Block Financial Advisors, Inc., Cal Fed Investments, Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Carolin currently provides advisory consulting services, financial planning, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting services
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.
A percentage of the total value of assets under management is charged.
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CA
05/25/2017 - Present
Windsor Capital Management, LLC (VALLEY GLEN CA)
CA
11/24/2008 - 12/03/2008
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
NV
02/04/2005 - 05/02/2008
TD AMERITRADE, INC. (LAS VEGAS NV)
CA
04/17/2003 - 01/31/2005
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
MI
01/10/2002 - 04/22/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
04/05/2001 - 01/16/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
06/06/2000 - 02/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/21/1998 - 06/14/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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