Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Louise Fouquier is an Investment Advisor Representative registered with Florida Financial Advisors, LLC, a firm with its main office in Tampa, Florida. Carmen holds a Series 65 license and is currently registered to provide investment advisory services in Florida and Tennessee. Carmen is an active member of the advisory industry with over 6 years of experience. Carmen's prior employment experience includes working as a Financial Consultant at Florida Financial Advisors, DBA Tristate Financial Advisors, and as a Registered Representative at Trinity Wealth Securities, LLC. In addition to her advisory work, Carmen also engages in insurance sales through Florida Financial Insurance, DBA Tristate Financial Advisors. Carmen has a strong track record of success in providing financial planning services and portfolio management to both individuals and businesses.
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.
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.
2% of net worth or assets for financial planning clients
1
2
TN
06/12/2024 - Present
Florida Financial Advisors, LLC (Nashville TN)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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