Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Angelo Trivisonno is a financial advisor with Equitable Advisors, LLC. Carmen has been in the financial services industry since May 2006. Carmen is licensed to sell securities in 19 states and is also registered to provide investment advisory services in 17 states. Carmen holds a Series 66, Series 7, Series 4, Series 51, and Series 24 licenses. Carmen is based in Minneapolis, Minnesota and has experience in providing financial planning and portfolio management services to individuals, corporations, and businesses. Carmen has experience working with Ameriprise Financial Services, Inc., AXA Advisors, LLC, and Equitable Advisors, 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.
A percentage of the total value of assets under management is charged.
1
2
MN
08/02/2022 - Present
Equitable Advisors, LLC (MINNEAPOLIS MN)
OH
05/12/2006 - 01/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
BOTH
Issued 10/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2021
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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