Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Acurio is a registered investment advisor representative with Bolton Securities Corp. Carolina has been in the financial services industry since October 2001. Carolina specializes in providing investment advice to individuals, corporations, and other businesses. Carolina also provides financial planning and pension consulting services. Carolina is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of Florida. Carolina's previous experience includes roles at Morgan Stanley & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/26/2015 - Present
Bolton Securities Corp. (BOLTON MA)
FL
06/01/2009 - 04/22/2015
MORGAN STANLEY (MIAMI FL)
FL
10/18/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
10/02/2001 - 09/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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