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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Kitzel is a financial advisor with Spire Wealth Management, LLC in Fort Lauderdale, FL. Carolyn is a Certified Financial Planner and has been in the industry for over 20 years. Prior to joining Spire Wealth Management, LLC, Carolyn was a financial advisor at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Citigroup Investment Services and Morgan Stanley DW Inc. Carolyn has experience working with high-net-worth individuals, corporations, and charitable organizations. Carolyn provides a variety of services including financial planning, retirement planning, and insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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FL
11/09/2021 - Present
Spire Wealth Management, LLC (Fort Lauderdale FL)
IL
06/25/2014 - 09/24/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/01/2007 - 07/02/2014
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
NY
08/13/2004 - 02/04/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/17/1998 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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