Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Gail Zaretski is a financial advisor registered with LPL Financial LLC. Carrie has over 30 years of experience in the financial services industry. She is a Series 6 and Series 63 licensed representative, and holds the SIE designation. Carrie's current location is with LPL Financial LLC at 8100 Three Chopt Rd, Suite 128 in Henrico, VA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
08/14/2020 - Present
LPL Financial LLC (HENRICO VA)
OH
02/23/2010 - 09/20/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
06/16/1995 - 02/23/2010
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
11/03/1988 - 12/31/1994
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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