Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey McCrady is a financial advisor with Cypress Wealth Services, LLC. Carey has over 17 years of experience in the financial services industry. Carey's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. Carey holds a Series 6, 7, and 63 licenses, as well as the SIE. Carey also holds the Certified Financial Planner designation. Carey has worked for Vanguard Marketing Corporation, CSM Financial Planning, LLC, Watts Gwilliam and Associates, and Cypress Wealth Services, LLC. Carey currently serves clients in Arizona and California.
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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AZ
05/11/2023 - Present
Cypress Wealth Services, LLC (Mesa AZ)
AZ
08/15/2006 - 07/28/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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