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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 Patricia Menker is an investment advisor representative with LPL Financial LLC and has been in the industry since 2005. Carolyn has a series of licenses and holds registrations in a number of states. Carolyn has experience with Citigroup Global Markets Inc., Morgan Stanley, and Legg Mason Wood Walker, Incorporated. Carolyn's current business address is at 4801 COURTHOUSE ST, SUITE 110 in WILLIAMSBURG, VA.
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.
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.
Consulting and other non-discretionary advisory services
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.
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VA
09/06/2013 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
06/01/2009 - 08/29/2013
MORGAN STANLEY (NEWPORT NEWS VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT NEWS VA)
MD
03/30/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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