Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Koele is a financial advisor with over 30 years of experience in the industry. Carey has been with LPL Financial LLC since 2002 and is registered in 38 states as well as in Michigan and Texas for investment advisory services. Carey is a Registered Representative and Investment Advisor Representative of LPL Financial LLC. The firm's main office is located in Fort Mill, South Carolina. Carey specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/16/2015 - Present
LPL Financial LLC (ZEELAND MI)
MO
03/01/1993 - 11/12/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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