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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 Vanwinkle is a financial advisor at Natural Investments. Carrie is a licensed Investment Advisor Representative with the state of Kentucky. Carrie has been in the industry since March 2012. Carrie has a Series 65 license and specializes in providing financial planning, educational seminars, and portfolio management for individuals. Carrie is also the owner and sole employee of Fleur-de-Bee Beekeeping, an educational and consulting business focused on supporting a healthy honeybee population.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Financl plng fees either on a project, hourly or retainer basis
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CA
09/12/2012 - Present
Natural Investments (WINDSOR CA)
IA
Issued 08/15/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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