Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Youngblood is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Carmen is a Certified Financial Planner® professional and holds Series 6, 7, 63 and 65 licenses. Carmen has been in the financial industry since October 2007 and has previous experience with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Carmen specializes in investment consulting services to institutional clients and provides financial planning, pension consulting, and portfolio management services to both businesses and individuals.
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.
1
2
MO
02/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
TX
01/03/2011 - 01/11/2013
WELLS FARGO ADVISORS, LLC (IRVING TX)
TX
07/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IRVING TX)
TX
10/03/2007 - 07/27/2010
WELLS FARGO ADVISORS, LLC (IRVING TX)
BC
Issued 09/17/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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