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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 Kunik is a financial advisor with over 20 years of experience in the industry. Carolyn is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with BANC OF AMERICA INVESTMENT SERVICES, INC. and LASALLE FINANCIAL SERVICES, INC. Carolyn is licensed to provide financial advice in 31 states and holds the Series 6, 7, 63, and 66 licenses along with the SIE exam certification. She is a financial professional that specializes in helping individuals and businesses with their financial planning and investment management needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
02/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLINTON TOWNSHIP MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GROSSE POINTE WOODS MI)
MI
03/21/2006 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (WARREN MI)
MI
08/13/2003 - 03/10/2006
COMERICA SECURITIES (GROSSE POINTE WOODS MI)
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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