Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Strongheart has been in the financial services industry for over 35 years. She has a wide range of experience, having worked with a variety of firms, including Ridgeway & Conger, Inc., Saxony Securities, Inc., and LaSalle St Securities, L.L.C. Carrie is currently registered with BFC Planning, Inc. and is licensed to provide investment advice in several states. Carrie holds both Series 63 and 65 licenses, as well as Series 7 and SIE licenses. Carrie has a strong focus on providing financial planning and portfolio management services to both individuals and businesses. She has a proven track record of success, and her commitment to providing high-quality service has helped her build a strong client base.
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.
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.
Solicitor fee
1
2
MO
02/03/2025 - Present
BFC Planning, Inc. (ST. LOUIS MO)
NY
09/21/2007 - 08/07/2014
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
MO
03/03/2006 - 09/07/2007
SAXONY SECURITIES, INC. (ST. LOUIS MO)
IL
09/29/2001 - 02/27/2006
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
02/05/1998 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
CA
09/06/1989 - 02/05/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
11/25/1987 - 09/13/1989
AMERICAN CAPITAL EQUITIES, INC.
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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