Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Lynn Fortier is a registered investment advisor representative associated with Avantax Advisory Services. Carrie Lynn Fortier has been in the financial services industry since August 2000. Carrie Lynn Fortier has a Series 66 license and is currently registered with the state of Oregon. Carrie Lynn Fortier also holds Series 7TO and SIE licenses. In addition to Carrie Lynn Fortier's work as an advisor for Avantax Advisory Services, Carrie Lynn Fortier also acts as a referring advisor for Jones & Roth Financial Advisors, LLC, as a partner for Jones & Roth Financial Advisors, LLC and is the chair of the School Advisory Committee and Board President of the St. Paul School Foundation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
01/13/2021 - Present
Avantax Advisory Services (Eugene OR)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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