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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 Topel is a financial advisor with Cetera Investment Advisers LLC, based in RED BANK, NJ. Carrie has been in the industry since March 16, 2000, and holds a Series 7 and Series 66 license. Carrie also holds a CPA designation and is a partner in Topel & Silver CPAs, based in Manalapan, NJ. Carrie provides a variety of financial planning and advisory services for individuals and businesses. Carrie has experience working with clients of various types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Cetera Investment Advisers LLC is a firm that provides investment advisory services to individuals, families, and businesses. Cetera Investment Advisers LLC manages over $104 billion in assets.
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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NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (RED BANK NJ)
NY
11/05/2001 - 09/19/2007
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
10/11/2000 - 11/29/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
01/21/2000 - 11/10/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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