Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Virginia Ludwick is a Registered Investment Advisor (IA) in Virginia. Caroline is associated with AMJ Financial Wealth Management LLC. Caroline has been in the industry since 2013. The individual is licensed to provide investment advice to high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and others.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/01/2024 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Caroline Ludwick is the right advisor for you? Invested Better is here to help.
