Unclaimed
Carolina Elizabeth Zaharako is a financial professional with over 20 years of experience in the industry. Carolina is currently registered with Fidelity Brokerage Services LLC in Greenwood Village, Colorado. Prior to joining Fidelity, Carolina was associated with AXIO Financial LLC in New York, NY. Carolina has a strong background in the financial services industry, having previously worked for Credit Suisse Asset Management Securities, Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carolina holds the Series 7 and 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
CO
01/20/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
NY
10/12/2017 - 08/17/2020
AXIO FINANCIAL LLC (NEW YORK NY)
NY
05/23/2005 - 07/22/2009
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
10/16/2003 - 02/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/24/2000 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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