Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Kelly is a financial advisor with Team Hewins, LLC located in Redwood City, CA. Carolyn has been in the financial industry for over 15 years. Carolyn's previous experience includes working for Hewins Brokerage Services, LLC and NFP Securities, Inc. Carolyn is a Certified Financial Planner.
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.
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.
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CA
05/29/2018 - Present
Team Hewins, LLC (REDWOOD CITY CA)
CA
11/20/2015 - 05/15/2018
HEWINS BROKERAGE SERVICES, LLC (Redwood City CA)
CA
09/25/2006 - 12/16/2013
NFP SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 01/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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