Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn McClintock is an investment advisor representative. Carolyn has been in the industry for over 25 years. Carolyn is registered with Global View Capital Management LLC. Carolyn has passed exams for Series 63, Series 65, Series 6, and Series 26. Carolyn has previously worked at a number of firms, including Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Inc., World Group Securities, Inc., and WMA Securities, Inc. Carolyn has experience with providing financial planning advice to both individuals and businesses. Carolyn also provides investment advisory services to participants of 401(k), 403b, 457 and Simple retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
IN
12/13/2018 - Present
Global View Capital Management LLC (MERRILLVILLE IN)
IN
01/02/2014 - 05/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (MERRILLVILLE IN)
IN
11/05/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MERRILLVILLE IN)
IN
04/12/2002 - 11/08/2010
WORLD GROUP SECURITIES, INC. (MERRILLVILLE IN)
GA
03/11/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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