Unclaimed
Carrie Lynn Weyers has been a financial professional since 2000 and is currently registered with Equity Services, Inc.. Carrie is licensed to provide financial advice and services in Illinois. Carrie has a wide range of experience and expertise, including individual and business financial planning, pension consulting, and educational seminars. Carrie has worked with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, and pension and profit-sharing plans. Carrie is committed to helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
11/19/2015 - Present
Equity Services, Inc. (LAKE IN THE HILLS IL)
IL
08/29/2008 - 11/23/2015
ONEAMERICA SECURITIES, INC. (CRYSTAL LAKE IL)
IL
05/08/2003 - 09/11/2008
NEW ENGLAND SECURITIES (CHICAGO IL)
MN
02/22/2000 - 04/02/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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