Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Alexandra Iamandii is a financial advisor who works at Corient. Carmen has been in the industry for over 6 years. Carmen works in Seattle, Washington and Miami, Florida, and has a Series 66, Series 7, and SIE license. Carmen has experience working at UBS Financial Services Inc. and Columbia Pacific Wealth Management. Carmen specializes in portfolio management for businesses and individuals, as well as pension consulting, market timing services, and educational seminars. Carmen is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Carmen is committed to providing her clients with the highest level of service and personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
WA
02/20/2023 - Present
Corient (SEATTLE WA)
WA
09/07/2017 - 04/05/2019
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
BOTH
Issued 09/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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