Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Menjivar is a registered representative with UBS Financial Services Inc. Carolyn has been in the industry since 2019 and is licensed in North Carolina. Carolyn has a broad background, having held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Panda Express, Stancil, Extended Travel, Homemaker, Roby G Construction, Luxury, and Self- Employed Baby Sitter. Carolyn is dedicated to providing clients with comprehensive financial planning and investment advice, helping them achieve their financial 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.
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.
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.
See schedule d - miscellaneous
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2
NC
01/25/2025 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
Active
Inactive
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