Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Skinner is an investment advisor representative with CWM, LLC based in Omaha, NE. Candice is also registered with the state of Michigan as an Investment Advisor Representative. Candice has been in the financial services industry since 2014. Candice has experience in various financial roles, including working with FirstMerit Bank, LPL Financial, Producers Choice Network/Raymond James, Mainstay Capital Management, LLC, Caitlin John Private Wealth Management, MERS, Equanimity Wealth Management, and CWM, LLC. Candice also has passed the Uniform Investment Adviser Law Examination, Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Candice specializes in providing financial planning, portfolio management for individuals, and selection of other advisors to clients. Candice has been with CWM, LLC since December 2023.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
NE
04/02/2024 - Present
CWM, LLC (OMAHA NE)
MI
11/22/2016 - 04/12/2017
RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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