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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 Fellon is an investment advisor representative at CW Advisors, LLC. Carrie has been in the financial services industry since 2004. Carrie has a Series 6, 7, 63, and 65 licenses. Carrie also has a Certified Financial Planner designation. Carrie has worked for various financial firms, including Waddell & Reed, Inc., Cambridge Investment Research, Inc., and Securian Financial Services, Inc. Carrie is currently registered with the state of Pennsylvania.
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.
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2
MA
08/16/2024 - Present
CW Advisors, LLC (BOSTON MA)
PA
08/21/2015 - 09/21/2016
SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
02/17/2009 - 08/12/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (EASTON PA)
PA
12/07/2004 - 01/23/2009
WADDELL & REED, INC. (BETHLEHEM PA)
IA
Issued 11/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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