Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Chafetz is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Colorado Springs, CO. Cara has been in the financial services industry since February 12, 2000. Cara is a registered representative and investment advisor in Colorado and Texas. Cara is also registered in Arizona, Florida, Indiana, Iowa, Kansas, Minnesota, Nebraska, Nevada, New York, Oklahoma, Utah, and Virginia. Cara is a Series 6, 7, 26, 63, and 66 licensed professional. Cara has experience working with individual clients, high-net-worth individuals, corporations, and businesses. Cara also offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (COLORADO SPRINGS CO)
TX
09/01/2003 - 10/07/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
TX
02/09/1999 - 09/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 04/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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