Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Meyers is a financial professional with over 10 years of experience in the securities industry. Carolina is currently registered with BNY Mellon Securities Corp. in Boston, MA and holds Series 3, 7, and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Carolina has a broad range of experience serving individual and institutional clients, including corporations and other businesses, charitable organizations, high-net-worth individuals, and pension and profit-sharing 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
MA
05/20/2013 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 07/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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