Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Snell is a financial professional with over 2 years of experience in the industry. Currently, Cara is an investment advisor representative with Principal Securities, Inc. in Lake Elmo, Minnesota. Prior to joining Principal Securities, Cara worked for LPL FINANCIAL LLC and Waddell & Reed. Cara holds the Series 7TO and SIE licenses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
06/28/2022 - Present
Principal Securities, Inc. (LAKE ELMO MN)
MN
07/21/2021 - 06/24/2022
LPL FINANCIAL LLC (WOODBURY MN)
MN
05/18/2020 - 07/21/2021
WADDELL & REED (WOODBURY MN)
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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