Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Lamonica is a financial professional with over 10 years of experience in the industry. Carolina is currently registered with Missionsquare Investment Services and holds Series 63, 65, 7, and SIE licenses. Carolina is a registered representative in North Carolina, New York, and Virginia. Previously, Carolina was employed by GWFS Equities, Inc., MML Distributors, LLC, and Girard Securities, Inc.
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
DC
08/12/2022 - Present
Missionsquare Investment Services (WASHINGTON DC)
CO
01/04/2021 - 07/26/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
11/11/2014 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
FL
05/21/2013 - 10/13/2014
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
BC
Issued 07/30/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carolina Lamonica is the right advisor for you? Invested Better is here to help.
