Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Robson is a financial advisor who has been in the industry since June 2005. She is currently registered with Ameriprise Financial Services, LLC and has offices in Canton, Ohio and Paris, Ohio. Carrie has been a registered representative with several other firms including Stifel, Nicolaus & Company, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Robert W. Baird & Co. Incorporated. Carrie is licensed in several states including Florida, Illinois, Indiana, Massachusetts, Ohio, Pennsylvania, Texas and West Virginia. Carrie holds Series 66, Series 7, and SIE securities licenses.
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
OH
08/08/2022 - Present
Ameriprise Financial Services, LLC (Canton OH)
OH
07/26/2021 - 08/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CANTON OH)
OH
09/27/2018 - 07/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
OH
06/24/2005 - 10/10/2018
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
BOTH
Issued 12/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carrie Robson is the right advisor for you? Invested Better is here to help.
