Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Carrillo-Abuhantesh is a financial advisor in San Antonio, Texas and is currently registered with Victory Capital Management Inc.. Carolyn has been in the financial services industry since 1997 and has a comprehensive range of experience. Carolyn has held previous positions with USAA Financial Advisors, Inc., USAA Investment Management Company, and FIS Global.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/04/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/26/2007 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
11/09/2011 - 11/09/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/22/2005 - 04/02/2008
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/31/1997 - 08/27/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 03/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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