Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Kenlon is a registered Investment Advisor Representative with Masterworks Advisers, LLC. Caroline Kenlon is also licensed to provide investment advice in New York and Texas. Caroline has previously worked as an Investment Advisor Representative at Arete Wealth Management, LLC, J.P. Morgan Securities LLC and Equitable Advisors, LLC. Caroline Kenlon is a Series 66, Series 7 and SIE license holder.
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.
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.
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NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
04/06/2022 - 03/08/2023
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
06/11/2021 - 04/10/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/15/2020 - 04/29/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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