Unclaimed
Carolyn Nannini Dolan is a financial advisor at Fiera Capital Inc. Carolyn has been in the industry since June 2004 and is currently registered as a Registered Representative with the state of New York. Carolyn holds the Chartered Financial Analyst designation and specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Carolyn also serves as a director for Mutual of America and Market Street Trust Company.
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.
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.
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.
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NY
08/26/2021 - Present
Fiera Capital Inc. (NEW YORK NY)
Active
Inactive
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