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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Ann Crossen is a financial advisor with Cetera Investment Advisers LLC. Carrie has been in the financial industry since 2000 and has a wide range of experience. Carrie is registered with FINRA and the Securities and Exchange Commission. Carrie holds licenses for Series 6, 7, and 63. Carrie is also a registered investment advisor in Illinois and Texas. Carrie is committed to providing her clients with personalized financial advice and guidance. Carrie specializes in financial planning, portfolio management, and retirement planning.
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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2
IL
09/08/2022 - Present
Cetera Investment Advisers LLC (MILAN IL)
MN
12/21/2000 - 11/07/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
06/14/2000 - 11/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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