Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Grace Crescenzo is a financial professional with experience in the securities industry. Caroline is currently registered with Foreside Fund Services, LLC and holds the Series 7TO, Series 63, and SIE licenses. Caroline has been active in the industry since 2022. Before joining Foreside Fund Services, LLC, Caroline was employed by Fidelity Brokerage Services LLC.
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.
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NY
04/12/2024 - Present
Foreside Fund Services, LLC (New York NY)
NY
10/24/2022 - 11/13/2023
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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