Director of operations with over 10 years of experience in administrative management. Carolina is a FINRA Series 7 licensed general securities representative. She oversees our day to day operational procedures and ongoing service to clients.
*Carolina is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only.