Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara McKee is a financial professional with over 16 years of experience in the financial services industry. Cara is currently registered with Sunbelt Securities, Inc., and specializes in providing financial planning and investment advice for individuals, businesses, and pension plans. Cara has extensive experience in a variety of financial products and services, including securities, investment company products, and variable contracts. Cara is dedicated to providing her clients with personalized financial solutions that meet their specific needs and goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
03/24/2009 - Present
Sunbelt Securities, Inc. (Houston TX)
TX
08/21/2006 - 03/06/2009
USF SECURITIES, L.P. (HOUSTON TX)
TX
11/11/2005 - 06/14/2006
WM FINANCIAL SERVICES, INC. (AUSTIN TX)
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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