Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolus? Claim Your ProfileCarolus Venes is a financial advisor registered in the state of Texas with Dimensional Fund Advisors LP. Carolus has been in the industry since January 2021 and is registered to offer investment advisory services as well as brokerage services in 53 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
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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2
TX
07/23/2024 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 07/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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