Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Huber is a registered investment advisor with Fidelity Personal And Workplace Advisors. Caroline has been working in the financial industry since January 1995. She is licensed to provide financial advice in several states, including Virginia, Texas, and other states. Prior to joining Fidelity, Caroline worked with several other firms, including TIAA-CREF, VOYA FINANCIAL ADVISORS, ING FINANCIAL ADVISERS, and Cambridge Investment Research. She provides financial planning and portfolio management services for individuals and businesses.
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
VA
05/17/2023 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
VA
04/20/2015 - 05/25/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
VA
01/03/2011 - 04/08/2015
VOYA FINANCIAL ADVISORS, INC. (ARLINGTON VA)
VA
10/08/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (FAIRFAX VA)
VA
04/20/2007 - 08/17/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
NC
05/05/2006 - 03/03/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CT
11/15/2005 - 01/07/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
VA
04/15/2005 - 11/01/2005
NATIONAL PLANNING CORPORATION (STERLING VA)
TN
04/19/1999 - 04/15/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CT
10/15/1993 - 03/01/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
05/17/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 02/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Caroline Huber is the right advisor for you? Invested Better is here to help.
