Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Rainey Sorokos is a financial advisor at Missionsquare Retirement, a firm headquartered in Washington, D.C. Caroline has been in the financial services industry since January 2009. Caroline is registered to provide investment advice in 23 states and the District of Columbia. Caroline specializes in portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/14/2023 - Present
Missionsquare Retirement (Virginia Beach VA)
VA
04/24/2015 - 10/13/2021
TRUIST INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
09/27/2012 - 03/20/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
VA
07/28/2008 - 09/11/2012
SUNTRUST INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)
IA
Issued 03/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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