Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Anne Carrier is a financial professional with over eight years of experience in the financial services industry. Carly is currently registered with Alliancebernstein Investments, Inc. and holds Series 7 and Series 63 securities licenses as well as the SIE exam. Previously, Carly worked at Cohen & Steers Securities, LLC and PIMCO Investments LLC. Carly has a strong understanding of the investment markets and is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
TN
07/26/2017 - Present
Alliancebernstein Investments, Inc. (Nashville TN)
NY
06/15/2016 - 06/30/2017
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
04/10/2015 - 04/22/2016
PIMCO INVESTMENTS LLC (NEW YORK NY)
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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