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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 Elizabeth Deluca is a financial advisor with Ameriprise Financial Services, LLC, with over 14 years of experience in the financial services industry. Carrie has been with Ameriprise Financial Services, LLC since 2011, having previously worked at PFS INVESTMENTS INC. Carrie is a Series 6, Series 7, and SIE licensed financial advisor, and is registered in Florida. Carrie specializes in providing financial advice for a wide range of clients, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations, and pension plans. Carrie's dedication to her clients and her expertise in financial planning and portfolio management have helped her to build a strong reputation in the industry.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/02/2011 - Present
Ameriprise Financial Services, LLC (VERO BEACH FL)
FL
04/14/2006 - 11/02/2010
PFS INVESTMENTS INC. (FORT PIERCE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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