Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Burkhalter Templeton is a registered representative with ADP Broker-Dealer, Inc. Caroline has been in the financial services industry since November 25, 2017. Caroline's experience includes working at Morgan Stanley in Ormond Beach, FL. Caroline is registered with FINRA and holds Series 7, Series 66, and SIE licenses. Caroline is registered to sell securities in Alabama, Florida, and Georgia.
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
NJ
01/23/2023 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
FL
09/06/2017 - 11/02/2022
MORGAN STANLEY (ORMOND BEACH FL)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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