Caroline GeisCRD Number: 4564564
Current Firm: Primerica Advisors
Caroline Geis (CRD# 4564564) is an Investment Advisor Representative working at Primerica Advisors in Pembroke Pines, FL and has over 15 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Pfs Investments Inc.||Pembroke Pines, FL||Jun 2002 - Current||15|
|Primerica Financial Services||Pembroke Pines, FL||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY