Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie White is a financial professional who has been in the industry since 1997. Carrie is currently registered with Charles Schwab & Co., Inc. and is licensed in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands. Carrie has passed the Series 7, Series 52 and the Securities Industry Essentials (SIE) exams. Carrie has been with Charles Schwab & Co., Inc. since 1999.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
06/22/1999 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
07/22/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
MI
08/11/1997 - 05/27/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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