Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Pickett is a financial advisor who is currently registered with Innovation Partners LLC. Carrie has over 10 years of experience in the financial services industry and has a strong understanding of the investment markets. Carrie is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. She is committed to building long-term relationships with her clients and providing them with the highest level of service.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
01/12/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
12/08/2020 - 01/12/2024
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
FL
03/09/2015 - 02/19/2016
OCP CAPITAL, LLC (WELLINGTON FL)
NY
10/06/2014 - 02/25/2015
COWEN AND COMPANY (NEW YORK NY)
TX
02/24/2013 - 11/05/2013
RIVERROCK SECURITIES, LLC (HOUSTON TX)
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2020
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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