Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Nicole Opre is a registered representative with M Holdings Securities, Inc. Carmen has been in the financial services industry since June 2002. Carmen holds Series 6, 26, 63, and SIE licenses and is registered in California, Florida, Illinois, Michigan, New York, North Carolina, Pennsylvania and Virginia. Prior to joining M Holdings Securities, Inc., Carmen was a registered representative with NEWPORT GROUP SECURITIES, INC. and CITISTREET ADVISORS LLC. Carmen's areas of specialization include investment management, financial planning, and pension consulting.
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.
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CA
08/28/2020 - Present
M Holdings Securities, Inc. (Newport Beach CA)
FL
06/09/2003 - 10/23/2019
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
CT
07/26/2001 - 05/29/2003
CITISTREET ADVISORS LLC (WINDSOR CT)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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