Unclaimed
Carissa Deann Hagen is a financial advisor with Commonwealth Financial Network. Carissa has been in the financial services industry since 2002 and has a broad range of experience in investments. Carissa is registered with the state of Michigan and is also a Registered Representative with FINRA. In addition to her work with Commonwealth Financial Network, Carissa also provides divorce planning services through Empower Divorce Consulting, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/26/2018 - Present
Commonwealth Financial Network (PORTAGE MI)
MI
08/04/2015 - 12/23/2016
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
NY
04/21/2014 - 06/26/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
MN
10/11/2007 - 04/14/2014
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/16/2006 - 10/09/2007
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
NJ
11/02/2000 - 03/29/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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