Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carissa? Claim Your ProfileCarissa Peters is a financial advisor with over 16 years of experience in the industry. Carissa is registered with U.S. Bancorp Investments, Inc. in Oregon and is currently active in both the Broker-Dealer and Investment Advisor capacities. Carissa holds the Series 7, Series 63 and Series 66 licenses. Carissa is also a registered Investment Advisor Representative (IAR) in Oregon.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
02/19/2008 - Present
U.s. Bancorp Investments, Inc. (Tigard OR)
MO
04/19/2005 - 06/13/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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