Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Beth Klare is a financial professional with over 16 years of experience in the financial services industry. Carrie is registered with Northwestern Mutual Investment Services, LLC and has held this position since August 2007. Carrie has a Series 7, Series 66, and a Securities Industry Essentials Examination (SIE) license and is registered with the state of South Dakota. Carrie offers a range of financial services, including investment research and referrals to other advisors. Carrie is dedicated to providing her clients with personalized financial advice and guidance.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
SD
06/19/2013 - Present
Northwestern Mutual Investment Services, LLC (SIOUX FALLS SD)
BOTH
Issued 05/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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