Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Berger is a financial advisor with over 30 years of experience in the industry. Carey has a strong background in both financial planning and insurance. Carey is currently registered with Osaic Wealth, Inc., and has previously been registered with CETERA ADVISORS LLC and VOYA FINANCIAL ADVISORS, INC. Carey holds multiple licenses, including Series 6, Series 63, and Series 65. Carey is also a Chartered Financial Consultant. Carey is a member of the Financial Services Resource Group, LLC. Carey's professional experience spans a variety of financial service roles including insurance agent, legal consulting and financial planning. Carey specializes in financial planning for individuals, businesses, and retirement planning.
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.
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
KS
03/01/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/03/2017 - 03/07/2024
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
01/01/2004 - 05/03/2017
VOYA FINANCIAL ADVISORS, INC. (LAWRENCE KS)
IA
01/09/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
12/11/1989 - 11/19/2001
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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