Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Alaimo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Carmen has been in the industry since 1999 and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Carmen holds a Series 7, Series 63, and Series 65 license. Carmen has also passed the Series 24 exam. Carmen is currently registered with the state of New York, New Jersey and Florida.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILLIAMSVILLE NY)
NY
01/01/2008 - 08/14/2009
WELLS FARGO ADVISORS, LLC (WILLIAMSVILLE NY)
NY
06/14/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
MN
07/19/1999 - 06/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1999 - 06/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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