Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Edna Carabello is a registered investment advisor representative with CMC Advisors, Inc. Patricia has been in the financial services industry for over two decades. Patricia is a licensed investment advisor representative in Texas. Patricia is also an owner, principal and CCO of CMC Interactive, LLC. Patricia's firm provides investment advisory services including pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Percentage of assets under advisement
1
2
FL
10/03/2008 - Present
CMC Advisors, Inc. (BOCA RATON FL)
NY
07/06/2001 - 12/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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