Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Cetera Barr is a registered Investment Advisor Representative with Vestor Capital, LLC. Carolyn has over 15 years of experience in the financial services industry. Previously, Carolyn was a Senior Compliance Analyst for Vestor Capital Securities, LLC. Carolyn holds the Series 63, 65, 7, 24 and 53 licenses. Carolyn specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Vestor Capital, LLC is a registered investment advisor that provides a variety of financial services, including investment management, financial planning, and retirement planning.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
1
2
IL
02/10/2022 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
04/19/2017 - 05/29/2020
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
IL
07/14/2016 - 04/13/2017
AON SECURITIES INC. (CHICAGO IL)
IL
04/18/2008 - 11/06/2015
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC. (CHICAGO IL)
MA
04/12/2011 - 05/08/2012
GARTMORE DISTRIBUTION SERVICES, INC. (BOSTON MA)
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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