Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Wells is a financial advisor at The Huntington Investment Company. Carrie has been in the industry for over 16 years and has experience in various roles. Carrie Wells is currently licensed to sell securities in California, Georgia, and Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/18/2016 - Present
THE Huntington Investment Co. (MENTOR OH)
OH
06/29/2011 - 07/05/2016
CETERA ADVISORS LLC (MENTOR OH)
OH
09/02/2008 - 07/13/2011
QUESTAR CAPITAL CORPORATION (PAINESVILLE OH)
OH
12/02/2005 - 06/13/2008
UBS FINANCIAL SERVICES INC. (MENTOR OH)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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