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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 Roberts is an investment advisor representative with Dimensional Fund Advisors LP, where she has been employed since July 2022. Carolyn has been in the securities industry since October 2022. Carolyn has passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66) exams. Carolyn is licensed to provide investment advice in Texas, Michigan and North Carolina.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/28/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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