Carol Wix
I am a financial consultant and stock broker with over 9 years of experience in four different prestigious investment firms in the United States. I have passed four qualification exams and have successfully obtained forty-five state licenses.
I currently work with LPL Financial, managing portfolios for individuals and businesses alike. I've conducted extensive research on financial markets and developed various profit-generating methods that have been deployed on my clients' portfolios with a 97% success rate.
Financial Consulting
I offer financial consulting services to people in need of some financial planning and restructuring. I'll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.
Stock Brokerage
I partner with LPL Financial to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with the trading of stocks and also give substantial advice on stocks to trade.
Digital Currency Trading
Apart from Stock Brokerage, I am an Expert Trader in Forex & Cryptocurrency. I do a great deal of research for my clients in order to efficiently advise on the tokens to daytrade with, or invest in for a long period.
My Services
Ready to take your next big financial step?
Working History
Stock Broker | Investment Adviser
Chase Investment Services Corp (CRD#:25574)
Stock Broker
American Express Finanical ADV (CRD#:6363)
Examinations
Series 65 - Uniform Investment Adviser Law Examination
[Aug 3, 2019]
Series 63 - Uniform Securities Agent State Law Examination
[Aug 29, 2016]
Series 24 - General Securities Principal Examination
[Mar 11, 2021]
SIE - Securities Industry Essentials Examination
[Oct 1, 2018]
Series 31 - Futures Managed Funds Examination
[Apr 20, 2019]
Series 7 - General Securities Representative Examination
[Aug 30, 2016]
Testimonials
“ Disciplined “
I throroughly enjoy working with Carol, She's so disciplined and experienced in the financial market. We've been through so many challenges on the process of building my portfolio and in every case, she knows just what to do!
“ Consistent “
A lot of people can help you make a trade in the stock market, only few brokers can come close to being consistent with making profit on every investment deal and Carol Wix is one of them.
“ Trusted “
Ms. Carol has been handling the portfolios and financial dealings of most of my family members for a really long time. She's our first point of call whenever anyone tries to discuss or invest in the financial markets. This is due to the amount of Trust we have in her service.
“ Straightforward “
One of the major traits I noticed when I started working with Carol Wix is how transparent and straighforward she is. We started out with a portfolio of about $40k and we accumulated almost $100k within 4 months; exactly how she predicted the markets.
