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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 Anderson is a registered investment advisor representative with Cetera Investment Advisers LLC. Carrie is a financial professional with over 10 years of experience. Carrie has a strong track record of helping clients achieve their financial goals, including retirement planning, college savings, and wealth management. Carrie is committed to providing her clients with personalized financial advice and guidance. Carrie works closely with her clients to understand their unique financial situation and goals. Carrie then develops a customized financial plan that is designed to help them reach their objectives. Carrie is a graduate of the University of Washington and holds a Series 6, 7, 63 and 66 licenses. Carrie is a member of the National Association of Personal Financial Advisors (NAPFA).
SeaTac, WA
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.
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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 6/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 7/9/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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