Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caryn? Claim Your ProfileCaryn Borden is an investment advisor representative with Prospera Financial Services, Inc., located in Dallas, Texas. She has been active in the financial industry for over 12 years. Caryn is registered to provide investment advice in both Colorado and Texas. She has worked with clients of various types, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Caryn's primary focus is on financial planning and portfolio management. In addition to her professional work, she also serves as a board member for a local homeowners association.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
TX
02/11/2016 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
03/13/2013 - 02/10/2016
TRIAD ADVISORS, INC. (DALLAS TX)
TX
04/02/2010 - 03/14/2013
INVEST FINANCIAL CORPORATION (DALLAS TX)
BOTH
Issued 06/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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