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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karolyn? Claim Your ProfileKarolyn Armstrong is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, a firm that provides financial services to individuals and institutions. Karolyn has over 30 years of experience in the financial services industry and holds several licenses, including Series 7, Series 63, and Series 65. Karolyn has worked with various firms in the industry, including Morgan Stanley and Paul Morigi & Company, Inc. She has a wide range of experience in investment consulting, financial planning, and portfolio management for individuals and businesses. Karolyn has a strong track record of providing personalized financial advice and investment solutions.
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.
Investment consulting services to institutional clients
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.
1
2
NY
01/07/2011 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
CT
06/01/2009 - 01/12/2011
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STAMFORD CT)
CT
04/14/1998 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
CT
03/04/1996 - 04/06/1998
GINTEL & CO. (GREENWICH CT)
NJ
09/29/1989 - 12/31/1995
PAUL MORIGI & COMPANY, INC. (ENGLEWOOD CLIFFS NJ)
NA
02/28/1984 - 02/27/1987
ADVEST, INC.
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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