Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Rambo is a financial advisor with Raymond James Financial Services Advisors, Inc. Carolyn Rambo has over 25 years of experience in the financial industry. Carolyn Rambo is registered with the state of Tennessee and is also a Certified Financial Planner. Carolyn Rambo specializes in providing financial advice to individuals, corporations, and pension plans. Carolyn Rambo is also registered with the state of Tennessee as an Investment Advisor Representative. Carolyn Rambo is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
05/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (Brentwood TN)
TN
09/29/1997 - 05/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BOTH
Issued 10/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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