Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Morrison is a financial advisor with Onedigital Investment Advisors. Carey has been in the financial services industry since 2000 and is registered with the state of Kansas. Carey has a strong background in financial planning and portfolio management. Carey's experience includes working with a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/31/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/22/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
09/03/2015 - 03/02/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
MO
10/13/2011 - 01/02/2014
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
11/05/2009 - 02/10/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
NY
09/16/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NY
04/01/2004 - 08/25/2008
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
06/26/2000 - 04/01/2004
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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