Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caren? Claim Your ProfileCaren Cardin is a financial advisor with Ameriprise Financial Services, LLC. Caren has been in the financial services industry since October 30, 2000. Caren is registered with the state of Florida as a registered representative and an investment advisor representative. Caren is also registered with the state of Texas as a registered representative. Caren has previously worked at Stiefel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Ameriprise Financial Services, LLC is a large financial services firm with over $1 trillion in assets under management. The firm provides a wide range of financial products and services to individual and institutional clients.
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
FL
01/30/2023 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
08/19/2009 - 12/17/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DAYTONA BEACH FL)
FL
01/01/2008 - 08/20/2009
WELLS FARGO ADVISORS, LLC (DAYTONA BEACH FL)
FL
05/04/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTONA BEACH FL)
FL
10/24/2000 - 04/26/2001
G. A. REPPLE & COMPANY (CASSELBERRY FL)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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