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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 Jean Cunningham Combes is a financial advisor with Edward Jones, a well-established firm with over $800 billion in assets under management. Carrie has been in the industry since 2002 and holds a wide range of licenses and certifications, including the Series 7, Series 6, Series 26, and Series 63, as well as the Uniform Investment Adviser Law Examination. Carrie's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. Carrie has worked with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Carrie is dedicated to helping her clients 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.
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.
See schedule d - miscellaneous
1
2
FL
08/04/2021 - Present
Edward Jones (PALM BEACH GARDENS FL)
IL
08/26/2002 - 03/07/2014
PRUCO SECURITIES, LLC. (CHAMPAIGN IL)
IA
Issued 09/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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