Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Anderson is a registered investment advisor representative with Cetera Investment Advisers LLC. Carrie has been in the industry since 2012 and has worked with several firms, including Ameriprise Financial Services, LLC, LPL Financial LLC, and J.P. Morgan Securities LLC. Carrie holds Series 6, 7, 63, and 66 licenses and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
WA
04/22/2024 - Present
Cetera Investment Advisers LLC (SeaTac WA)
WA
04/29/2022 - 04/23/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Tacoma WA)
WA
05/21/2014 - 02/06/2020
LPL FINANCIAL LLC (TUKWILA WA)
WA
10/01/2012 - 11/09/2012
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
07/10/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
BOTH
Issued 06/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carrie Anderson is the right advisor for you? Invested Better is here to help.
