Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Wyatt is a registered representative with Western International Securities, Inc. Carolyn has been in the securities industry for over 22 years and is active in both Broker-Dealer and Investment Advisor roles. Carolyn is also an insurance agent with Arrowhead Wealth Advisors. Carolyn specializes in working with high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and corporations and other businesses. Western International Securities, Inc. is a large firm headquartered in Pasadena, California. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
CA
06/21/2022 - Present
Western International Securities, Inc. (Glendora CA)
CA
07/25/2018 - 07/07/2022
KINGSWOOD CAPITAL PARTNERS, LLC (Newport Beach CA)
CA
10/10/2014 - 07/26/2018
WADDELL & REED (SHERMAN OAKS CA)
CA
11/25/2013 - 10/13/2014
D.A. DAVIDSON & CO. (NEWPORT BEACH CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (NEWPORT BEACH CA)
CA
09/26/2000 - 11/04/2013
CROWELL, WEEDON & CO. (NEWPORT BEACH CA)
BOTH
Issued 01/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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