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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 Jungels is an Investment Advisor Representative at Fisher Investments. Caroline is registered with the state of Florida and Texas and holds a Series 65 license. Caroline has been with Fisher Investments since August 2021. Prior to joining Fisher Investments, Caroline worked in various roles in the Venice, Florida area, including Cedar Reef Restaurant, AC Warehouse, and School.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/22/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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