Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Jean Tewell is a financial advisor with over 13 years of experience in the industry. She is currently registered as a Registered Representative with Raymond James Financial Services Advisors, Inc. in Meadville, Pennsylvania. Carolyn has a broad range of experience in the financial services industry, and has held previous positions with other firms in the area. She is also active in the community and provides financial planning and consulting services to individuals, businesses, and organizations. Carolyn holds the Series 7, Series 63, and Series 65 licenses and the SIE exam certification.
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
PA
11/23/2010 - Present
Raymond James Financial Services Advisors, Inc. (MEADVILLE PA)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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