Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Michelle Segura is a financial advisor with Hilltop Securities Inc. Carolyn has been in the financial industry since June 13, 2017. Carolyn is registered with FINRA and holds the Series 7TO, Series 11, Series 63, SIE and Series 82TO licenses. Carolyn is also registered with the state of Texas. Prior to joining Hilltop Securities Inc., Carolyn worked at MOMENTUM INDEPENDENT NETWORK INC. Carolyn provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
06/14/2017 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
07/27/2017 - 11/17/2023
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2017
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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