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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 Joy Wotring is a financial advisor with Hornor, Townsend & Kent, LLC. Karolyn is based in BOCA RATON, FL and has been in the industry for over 12 years. Karolyn previously worked at Northwestern Mutual Investment Services, LLC and Money Concepts Capital Corp. Karolyn provides financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Karolyn is licensed to sell securities in Arizona, Florida, Illinois, Massachusetts, New Jersey, Texas, and Wisconsin.
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.
Trail commissions, distribution assistance fees
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2
WI
01/08/2025 - Present
Hornor, Townsend & Kent, LLC (TREVOR WI)
FL
02/07/2019 - 06/07/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
IL
04/05/2016 - 06/07/2018
MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)
NJ
03/03/1995 - 04/22/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IL
02/27/1995 - 03/07/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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