Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Renee McLemore is a financial advisor with over 25 years of experience in the industry. Carolyn is registered with LPL Financial LLC and holds a Series 6, 7, and 63 licenses, along with a Series 65 license. In addition, she holds the SIE designation. Carolyn has provided financial advice in several states, including Mississippi, Texas, Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia, and Wyoming. Prior to joining LPL Financial LLC, Carolyn was affiliated with UVEST Financial Services Group, Inc., Trustmark Securities, Inc., BancorpSouth Investment Services, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation. Carolyn specializes in providing financial planning, portfolio management, and consulting services to a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers.
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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2
MS
03/07/2012 - Present
LPL Financial LLC (MADISON MS)
MS
02/28/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
07/30/2001 - 02/28/2006
TRUSTMARK SECURITIES, INC. (JACKSON MS)
MS
06/07/1999 - 07/23/2001
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
NY
05/03/1999 - 06/02/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/18/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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