Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Lynn Carey is a financial advisor with over 30 years of experience in the industry. Annette has held various roles at prominent financial institutions, including Lincoln Financial Advisors Corporation and Sigma Financial Corporation. Currently, Annette is a registered representative with LPL Financial LLC, where she provides financial advice to individuals, families, and businesses. Annette is committed to helping clients achieve their financial goals through personalized financial planning strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
02/11/2022 - Present
LPL Financial LLC (KENDALLVILLE IN)
IN
01/23/2018 - 01/28/2022
SIGMA FINANCIAL CORPORATION (Fort Wayne IN)
IN
03/01/2013 - 12/31/2017
SII INVESTMENTS, INC. (FORT WAYNE IN)
IN
09/09/2004 - 02/22/2013
LPL FINANCIAL LLC (KENDALLVILLE IN)
IN
11/15/1990 - 06/13/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/15/1990 - 06/13/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/09/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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