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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 Marie Yackee is a financial advisor with Raymond James & Associates, Inc. Carrie has been in the financial services industry since 1992. Carrie holds Series 7 and Series 66 licenses and has experience in providing financial planning and investment management services. Prior to joining Raymond James & Associates, Inc., Carrie was employed at Deutsche Bank Securities Inc. and other firms.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
01/05/2022 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
03/20/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
06/21/1994 - 03/23/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
07/27/1992 - 06/22/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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