Derek
Pszenny
Carolina Wealth Management, Inc
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About this Advisor
Derek Pszenny is a financial advisor based in Greenville, North Carolina, working with Carolina Wealth Management, Inc. Derek has previously held a position at Carolina Wealth Management, Inc. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Derek is part of Carolina Wealth Management, Inc, which operates out of Greenville, North Carolina. The firm has 1 office and 9 employees. The firm manages assets totaling $623.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Carolina Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carolina Wealth Management, Inc Brokerage Details
$623,822,112
9
1,387
$449,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Derek Pszenny Work History
Carolina Wealth Managment, Inc
Disclosures
Please visit the SEC profile of Derek Pszenny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carolina Wealth Management, Inc
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
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