Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Kelsey Fritchley is a financial advisor with Carolinas Wealth Consulting LLC. Jeanne has been working in the financial services industry since 1997. She is registered with FINRA and the state of North Carolina. Jeanne has a Series 7, 24, 63 and 65 license. Jeanne specializes in providing financial planning services to individuals, businesses and charitable organizations.
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.
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.
1
2
NC
05/11/2019 - Present
Carolinas Wealth Consulting LLC (CHARLOTTE NC)
MO
10/01/1999 - 05/18/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/27/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
01/02/1998 - 07/30/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
PA
06/12/1998 - 07/27/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
12/17/1996 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 04/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/24/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2000
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 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeanne Fritchley is the right advisor for you? Invested Better is here to help.
