Years of Experience
5-20+ Years
SAN DIEGO, CA
38 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Elizabeth Wilson is a registered investment advisor representative with Cuso Financial Services, LP. Carolyn has over 30 years of experience in the financial services industry. Carolyn's current registrations are with the state of California. She has a Series 66, Series 63, Series 24, and Series 53 license. Carolyn's previous employers include Sorrento Pacific Financial, LLC, Chase Investment Services Corp., WAMU Investments, Inc., XCU Capital Corporation, Inc., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, GREAT WESTERN FINANCIAL SECURITIES CORPORATION, FN INVESTMENT CENTER, and KIDDER, PEABODY & CO. INCORPORATED. Carolyn is dedicated to helping her clients achieve their financial goals.
SPECIALIZATIONS
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Carolyn Ruth Smith is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Carolyn is a licensed professional with over 20 years of experience in the financial industry. Carolyn has previously worked with Financial Telesis Inc and United Planners' Financial Services of America a Limited Partner. Carolyn currently holds a Series 63 license as a Uniform Securities Agent and a Series 65 license as a Uniform Investment Advisor.
SPECIALIZATIONS
PASADENA, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn James is a financial advisor registered with Wells Fargo Clearing Services, LLC. Carolyn James has been in the financial industry since 1994. She is licensed to offer securities and advisory services in the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Montana, Nebraska, Nevada, New Mexico, Ohio, Oregon, Rhode Island, Tennessee, Texas, Utah, Washington and Wyoming. Carolyn James was previously registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
SPECIALIZATIONS
Irvine, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Antonette Bogaty is a registered representative with Morgan Stanley in Irvine, CA. Carolyn has been in the securities industry since December 2007. Carolyn is licensed to sell securities in California. Carolyn has passed the Series 7, Series 63, and SIE exams. Carolyn has been associated with Morgan Stanley since June 2009 and previously worked at Morgan Stanley & Co. Incorporated.
SPECIALIZATIONS
Glendora, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Wyatt is a registered representative with Western International Securities, Inc. Carolyn has been in the securities industry for over 22 years and is active in both Broker-Dealer and Investment Advisor roles. Carolyn is also an insurance agent with Arrowhead Wealth Advisors. Carolyn specializes in working with high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and corporations and other businesses. Western International Securities, Inc. is a large firm headquartered in Pasadena, California. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
FAIRFIELD, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Skinner is a registered representative with Osaic FA, Inc., licensed since February 2, 2011. Carolyn is based in Fairfield, CA and has been in the industry for over 12 years. Carolyn is licensed to sell securities in the state of California.
SPECIALIZATIONS
BURLINGAME, CA
0 Disclosures
ADVISOR BIO
Carolyn Masline is a financial advisor with Caregen Wealth Management. Carolyn is a Certified Financial Planner and has been in the industry since 2011. Carolyn has a strong background in providing financial planning services to individuals and high-net-worth individuals. Carolyn's focus is on providing financial planning, portfolio management and education to clients.
SPECIALIZATIONS
ROLLING HILLS ESTATES, CA
41 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Cahill-asher is a financial advisor who has been working in the industry since 1984. She is currently registered with Raymond James & Associates, Inc. and holds a Series 7, Series 3, Series 63, and Series 65 licenses. Carolyn has experience working with a variety of clients including individuals, corporations, and pension plans. She offers a wide range of financial services including financial planning, portfolio management, and educational seminars. Carolyn is committed to providing her clients with the highest quality of service and helping them achieve their financial goals.
SPECIALIZATIONS
REDWOOD CITY, CA
0 Disclosures
ADVISOR BIO
Carolyn Kelly is a financial advisor with Team Hewins, LLC located in Redwood City, CA. Carolyn has been in the financial industry for over 15 years. Carolyn's previous experience includes working for Hewins Brokerage Services, LLC and NFP Securities, Inc. Carolyn is a Certified Financial Planner.
SPECIALIZATIONS
Laguna Niguel, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Carolyn Bethany Hurley is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carolyn has been in the financial services industry since 1999. She holds Series 7TO, Series 6, and Series 63 licenses. Carolyn has experience with RBC CAPITAL MARKETS, LLC and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Carolyn is also registered as an investment advisor in California and Texas. Carolyn offers a range of investment advisory services including portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS