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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 Parenti-pearson is a financial advisor with over 30 years of experience in the industry. Carolyn currently works for Concurrent Investment Advisors, LLC, providing financial advice to clients in California and Florida. Carolyn has a strong track record of success in helping clients achieve their financial goals. Carolyn has expertise in working with high-net-worth individuals, corporations, and pension plans. Carolyn holds the Series 6, 7, and 63 licenses as well as the SIE exam.
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.
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
FL
04/11/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CA
01/18/2019 - 04/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/14/2013 - 01/23/2019
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
CA
10/01/2012 - 06/18/2013
J.P. MORGAN SECURITIES LLC (FRESNO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FRESNO CA)
CA
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (FRESNO CA)
CA
07/16/1992 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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