Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie McNair is a financial advisor with Valic Financial Advisors, Inc., located in Nashua, NH. Carrie has been in the financial services industry since 1998 and has a wealth of experience helping clients achieve their financial goals. Carrie is registered with the state of Connecticut, Massachusetts, New Hampshire, Pennsylvania, Rhode Island, and South Carolina. Carrie holds the Series 6, Series 63, Series 65, and SIE licenses. Carrie specializes in helping clients with retirement planning, college savings, and investment management. Carrie also works with clients on financial planning, selection of other advisors, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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NH
08/11/2017 - Present
Valic Financial Advisors, Inc. (NASHUA NH)
NH
03/17/2010 - 05/21/2015
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
MA
11/06/2002 - 06/10/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/06/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
12/18/1989 - 09/03/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 09/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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