Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Ainsworth is a registered investment advisor representative with Strategic Blueprint, LLC. Caroline has been in the financial services industry for several years and holds the Series 66 and Series 7TO licenses. Previously, Caroline worked at WELLS FARGO CLEARING SERVICES, LLC and VANGUARD MARKETING CORPORATION. Caroline focuses on providing financial planning, investment management, and portfolio management for businesses and individuals. Strategic Blueprint, LLC specializes in family office services, educational seminars, and the publication of periodicals. Caroline has experience working with clients of all types, including individuals, families, corporations, and charitable organizations. Caroline is passionate about helping her clients achieve their financial goals and is committed to providing them with personalized advice and service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
SC
02/29/2024 - Present
Strategic Blueprint, LLC (Charleston SC)
NC
04/22/2022 - 06/30/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/09/2021 - 11/29/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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