Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Ann Meyer is a financial professional with over 10 years of experience in the industry. Carrie is currently registered with Alight Financial Solutions, LLC. Previously, Carrie was registered with State Street Global Advisors Funds Distributors, LLC and UBS Global Asset Management (US) Inc.. Carrie holds the Series 63, Series 7 and SIE licenses. Carrie is registered in Illinois and has been active in the industry since 2010.
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.
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.
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IL
10/01/2019 - Present
Alight Financial Solutions, LLC (LINCOLNSHIRE IL)
MA
08/04/2015 - 01/17/2018
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
IL
01/27/2009 - 05/29/2015
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
BC
Issued 02/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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