Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Denham is a financial advisor with Morgan Stanley, with over 10 years of experience in the financial services industry. Carrie is registered with FINRA and licensed in Illinois and Texas. She is also a Series 7, 6, and SIE exam holder. Carrie has been actively involved in helping clients with their financial needs, working with individuals, families, trusts and estates, businesses and organizations. She has extensive experience in portfolio management, financial planning, investment strategies and retirement planning.
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
IL
02/14/2025 - Present
Morgan Stanley (Lisle IL)
IL
08/06/2015 - 11/09/2015
FIFTH THIRD SECURITIES, INC. (DES PLAINES IL)
CA
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CULVER CITY CA)
CO
09/05/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Carrie Denham is the right advisor for you? Invested Better is here to help.
