Unclaimed
Carrie Briar is a financial professional registered with Clarendon Insurance Agency, Inc. in Indiana. Carrie has been in the financial services industry since December 23, 2001. She is a licensed Series 66, Series 24, and Series 7 representative. She has been registered with Clarendon Insurance Agency, Inc. since November 8, 2023. Carrie has previous experience with CETERA FINANCIAL SPECIALISTS LLC, LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and ONB INVESTMENT SERVICES, INC.
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.
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.
1
2
IN
11/08/2023 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
IL
01/04/2023 - 10/17/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IN
11/30/2009 - 12/15/2022
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
IN
11/14/2001 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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