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Our Qualifications

Carol Anderson has the following securities licenses: Series 7, Series 63, and Series 65. She is registered in the following states: AR, AZ, CA, CO, FL, IA, IL, IN, NJ, PA and UT.

She is the president of the Oak Brook Financial Planning Association. She is also a member of the Du Page County Estate Planning Council and the Chicago Council on Planned Giving. She attends the Advisors In Philanthropy Conference every year to stay current on charitable planning issues.

With over 32 years of experience, we help you to feel confident about your planning. We’re here to help educate you about the basic concepts of financial management. We offer a variety of investment and insurance solutions that can be customized to fit your family’s individual goals. In the investment realm, we provide brokerage accounts, money managers, fixed and variable annuities, oil and gas and income producing real estate investments.

Offering services in charitable planning, we will show you how you can successfully leave a legacy for the benefit of your community, the charities that you support and the world.

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Investment Advisory services also offered through Anderson Wealth Advisors, a registered investment advisor not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, IA, IL, IN NY and OH. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.