Carole Corriveau, financial advisor Clearwater FL
88 score

Carole Corriveau

CRD Number: 6376913
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carole Corriveau (CRD# 6376913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clearwater, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Clearwater, FL Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater, FL Jul 2014 - Current 2
Unemployed Lutz, FL Apr 2014 - Jul 2014 < 1
Fortune Business Solutions Tampa, FL Jul 2013 - Apr 2014 < 1
Unemployed Lutz, FL Jun 2013 - Jul 2013 < 1
Vitera Healthcare Solutions Tampa, FL Jan 2013 - Jun 2013 < 1
Independent Licensed Health Agent Lutz, FL Aug 2011 - Jan 2013 1
Bankers Life And Casualty Tampa, FL Jul 2011 - Aug 2011 < 1
Unemployed Lutz, FL Apr 2010 - Jul 2011 1
Reznick Group Bethesda, MD Aug 2009 - Apr 2010 < 1
Precision Grading Services Hebron, MD Sep 2004 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Carole L. Corriveau
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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