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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 Scott is a financial advisor with over 25 years of experience in the industry. Carrie has held licenses in multiple states and holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Carrie is currently registered with Cetera Investment Advisers LLC and previously worked with Foresters Financial Services, Inc. Carrie specializes in providing financial advice to a variety of clients including high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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
OR
06/19/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
06/11/1997 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 11/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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