Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Marino Petote is an investment advisor representative at McKinley Carter Wealth Services, Inc. Carmen has been in the industry since 1985. Carmen is registered with the state of Pennsylvania and Texas. Carmen holds the Series 6, 7 and 22 licenses and is a Certified Financial Planner.
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
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.
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2
PA
04/04/2022 - Present
McKinley Carter Wealth Services, Inc. (Wexford PA)
PA
07/12/2012 - 08/27/2014
PURSHE KAPLAN STERLING INVESTMENTS (PITTSBURGH PA)
PA
12/17/1993 - 07/16/2012
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
GA
09/16/1992 - 12/22/1993
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
10/23/1992 - 07/26/1993
MANEQUITY, INC. (BOSTON MA)
PA
02/28/1989 - 09/23/1992
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
MA
04/06/1989 - 09/15/1992
MANEQUITY, INC. (BOSTON MA)
MN
01/03/1985 - 03/14/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
01/03/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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