Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Levine is a financial advisor with Truist Investment Services, Inc. Carolyn has been in the financial services industry since 2015. Carolyn holds the Series 7, Series 63, and SIE licenses. She is registered with the state of New York. Carolyn previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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NY
07/01/2020 - Present
Truist Investment Services, Inc. (NEW YORK NY)
NY
01/30/2013 - 07/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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