Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Brauer is a financial advisor registered with PFS Investments Inc. and is licensed in Oregon and Washington. Carly has been in the industry since 2009 and has a Series 6 license, a Series 63 license and the SIE. Carly specializes in providing portfolio management for individuals and holds her Series 6 licenses to provide investment company products/variable contracts.
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.
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.
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WA
06/11/2020 - Present
PFS Investments Inc. (VANCOUVER WA)
OR
01/21/2020 - 03/03/2020
PFS INVESTMENTS INC. (PORTLAND OR)
OR
02/14/2011 - 12/31/2019
PFS INVESTMENTS INC. (PORTLAND OR)
OR
10/31/2008 - 12/31/2010
PFS INVESTMENTS INC. (MILWAUKIE OR)
BC
Issued 11/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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