Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Perkins is a registered investment advisor representative with Charles Schwab & CO., Inc. Carey has over 20 years of experience in the financial services industry. Carey has been with Charles Schwab & CO., Inc. since 2000 and has held various positions including financial consultant and financial advisor. Carey has a strong track record of providing clients with personalized financial advice and investment strategies to meet their individual needs. Carey is a Series 7 and Series 66 licensed financial advisor and holds the SIE designation. Carey also has a Series 10 and Series 9 license. In addition to their investment advisory responsibilities, Carey is a dog walker and sitter for clients in the Denver, Colorado area. This is an outside activity.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
02/03/2012 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
10/23/2000 - 04/16/2007
CHARLES SCHWAB & CO., INC. (DENVER CO)
NY
03/05/1999 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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