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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Howard is a financial advisor at Accurate Wealth Management, LLC. Carolyn has been in the financial industry since 1993. Carolyn holds the following licenses and certifications: Series 6, 7, 63, 65, SIE, and 6TO. Carolyn is also a Certified Financial Planner. Carolyn has a strong focus on financial planning and portfolio management for individuals. Carolyn specializes in helping clients with retirement planning, investment management, and college savings. Carolyn is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
02/22/2024 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
02/07/1997 - 01/12/1999
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
08/14/1996 - 02/07/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
09/01/1993 - 08/22/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/01/1993 - 08/22/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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