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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 Zurn is a financial advisor with Edward Jones and has been in the industry since 2008. Carolyn has a wide range of experience in the financial industry, having held positions at Edward Jones and USAA Investment Management Company. Carolyn is licensed to provide financial advice in several states including Minnesota, Texas, and California. Carolyn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Carolyn is a licensed representative of Edward Jones, which is a leading financial services firm with a strong reputation for providing high-quality financial advice.
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.
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.
See schedule d - miscellaneous
1
2
MN
12/18/2018 - Present
Edward Jones (BLOOMINGTON MN)
NA
04/20/1994 - 09/16/1994
USAA INVESTMENT MANAGEMENT COMPANY
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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