Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie McKinney is a financial professional with over 18 years of experience in the industry. Carrie currently works with Morgan Stanley as a registered representative. She has been registered in the state of Georgia since 2004, and she is currently licensed to conduct business in all 50 states. Carrie has a broad range of experience, having previously worked for E*TRADE SECURITIES LLC, ALLSTATE FINANCIAL SERVICES, LLC, and EDWARD JONES.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
06/23/2009 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
04/07/2008 - 06/08/2009
ALLSTATE FINANCIAL SERVICES, LLC (ALPHARETTA GA)
GA
11/30/2004 - 03/28/2008
EDWARD JONES (CANTON GA)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Carrie McKinney is the right advisor for you? Invested Better is here to help.
