Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carleen? Claim Your ProfileCarleen Marie Dunagan is a financial advisor registered with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida. Carleen has been in the financial services industry since 1992, and is licensed to provide investment advice in Oregon and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Salem OR)
OR
06/03/1996 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (SALEM OR)
NY
10/20/1995 - 06/10/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
03/26/1993 - 10/23/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NJ
08/13/1990 - 04/18/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/13/1990 - 04/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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