Carlene Olivia Wint-Campbell

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 02/2019
  Foresters Financial Services
  Sunrise, FL
• 02/2019 → 04/2019
  Foresters Financial Services
  Sunrise, FL
• 04/2019 → 05/2019
  Foresters Financial Services
  Sunrise, FL
• 05/2019 → Present
  Cetera Investment Services Llc
  Sunrise, FL
• 10/2020 → Present
  Cetera Investment Advisers Llc
  Sunrise, FL

Other Businesses

BUSINESS OPTIMIZATION CONSULTING SERVICES FOR MOSAIC STRATEGIC SERVICES LLC

Exams

• S66 Uniform Combined State Law Examination
  2020-10-15
• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Other Names

• Carlene Olivia Wint