Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Lloyd-Turbett has been in the financial services industry since 1988. Carolyn is a registered representative of Kestra Investment Services, LLC and an investment advisor representative of Kestra Advisory Services, LLC. Carolyn provides financial planning and investment advisory services to individuals, corporations, and other institutions. Carolyn also has experience in insurance and pension consulting.
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.
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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2
NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (FAIRFIELD NJ)
VT
11/06/1996 - 12/04/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
AZ
03/09/1994 - 09/23/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
07/07/1994 - 06/06/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VT
09/09/1989 - 03/11/1994
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/25/1988 - 07/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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