Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Joanne Partch is a financial advisor who is registered with Ameriprise Financial Services, LLC. Cara has been in the financial services industry since August 2018 and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Cara is currently licensed to provide financial advice in Arizona, California, Colorado, Idaho, Maryland, Missouri, Montana, New Mexico, North Carolina, Oregon, Texas, Virginia, and Washington. Before joining Ameriprise, Cara was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Cara specializes in retirement planning, college savings, investment management, and estate planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OR
01/04/2023 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
02/20/2020 - 08/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
08/21/2018 - 02/10/2020
WELLS FARGO CLEARING SERVICES, LLC (BEAVERTON OR)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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