Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Hulen is a financial advisor with Wells Fargo Advisors Financial Network, LLC, where she has been employed since May 2010. Carrie has a proven track record in the industry, having started her career in 1997. Carrie offers a range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment consulting. Carrie is committed to providing her clients with personalized financial advice and guidance. She believes in building strong relationships with her clients and working with them to achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
FL
05/12/2010 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
10/23/2009 - 05/10/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
03/25/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
NJ
01/23/1997 - 04/02/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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