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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 Coghill is a financial advisor who has been in the industry for over 30 years. Carrie is a CERTIFIED FINANCIAL PLANNER™ professional and currently works at Commonwealth Financial Network. Carrie has been with Commonwealth Financial Network since 2010 and has been a registered representative since 1986. Carrie holds several licenses and certifications, including Series 7, Series 24, Series 63, and Series 65. Carrie has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Carrie provides financial planning, portfolio management, and retirement planning services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/15/2010 - Present
Commonwealth Financial Network (PITTSBURGH PA)
PA
10/31/1997 - 10/02/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
CA
09/08/1989 - 10/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
05/08/1987 - 09/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/26/1986 - 02/27/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 08/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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