Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Blake Rolls is a financial advisor with Kestra Advisory Services, LLC. Carey has over 13 years of experience in the financial services industry. Carey holds a Series 6, Series 63, Series 26 and Series 65 licenses. Carey has a special focus on providing financial planning, portfolio management, and pension consulting services to individual and business clients. Carey has a client base of over 14,000 individuals. Carey also has experience working with insurance companies, charitable organizations, corporations and pension and profit-sharing plans. In addition to Carey's work with Kestra Advisory Services, LLC, Carey also works as a registered representative with Kestra Investment Services, LLC.
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.
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.
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2
TX
02/14/2023 - Present
Kestra Advisory Services, LLC (Fort Worth TX)
TX
12/05/2011 - 02/15/2023
PRINCIPAL SECURITIES, INC. (FORT WORTH TX)
TX
01/14/2010 - 12/07/2011
PFS INVESTMENTS INC. (EULESS TX)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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