Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Elizabeth Wasielevski is a financial advisor with Cetera Investment Advisers LLC. Caroline is licensed in Pennsylvania. Caroline has been working in the financial industry for over 6 years and has been registered with the Securities and Exchange Commission since March 2024. Caroline has earned the Series 66 and Series 7TO licenses. Caroline has a strong track record of helping clients achieve their financial goals. Caroline is dedicated to providing her clients with personalized financial advice and guidance. She is committed to building long-term relationships with her clients and helping them achieve their financial dreams. Caroline is passionate about helping people reach their financial goals. She believes that everyone deserves access to sound financial advice.
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.
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.
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2
PA
03/26/2024 - Present
Cetera Investment Advisers LLC (SANATOGA PA)
BOTH
Issued 3/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/5/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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