Carol KonickiCRD Number: 1020844
Current Firm: Kestra Advisory Services, LLC
Carol Konicki (CRD# 1020844) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Port Jefferson, NY and has over 35 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Halsey Associates Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||2|
|The Investment Center, Inc.||Wilmington, NC||Apr 2009 - Current||9|
|Nfp Advisor Services||Austin, TX||Jul 2014 - Apr 2016||1|
|Ic Advisory Services, Inc.||Wilmington, NC||Apr 2009 - Jul 2014||5|
|New England Securities||Boston, MA||Mar 1995 - Apr 2009||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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