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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Darcey Wilson is a financial advisor registered with Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Caroline has been active in the financial services industry since July 12, 2018. Caroline holds licenses for Series 63, 66, 7, 9, 10 and SIE and is registered with the states of Florida, Massachusetts, Texas, and Utah. Caroline specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions. Caroline has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Caroline is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
08/08/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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