Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Wetzel is a financial advisor with Procyon Advisors, LLC located in Shelton, Connecticut. Caroline is a Certified Financial Planner™ professional. Her professional experience includes working as a financial advisor for UBS Financial Services Inc. and Procyon Institutional Partners, LLC. Caroline has been a financial advisor for over 13 years. Caroline focuses on providing financial planning, selection of other advisors and portfolio management for individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CT
07/31/2017 - Present
Procyon Advisors, LLC (SHELTON CT)
CT
08/13/2015 - 07/06/2017
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 09/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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