Unclaimed
Carrie Renee Gobin is a financial advisor with Cetera Investment Services LLC in Crawfordsville, IN. Carrie has over 5 years of experience in the financial services industry and holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
IN
11/03/2021 - Present
Cetera Investment Services LLC (CRAWFORDSVILLE IN)
IN
08/13/2019 - 09/24/2020
J.P. MORGAN SECURITIES LLC (BROWNSBURG IN)
IN
07/23/2015 - 01/23/2019
J.P. MORGAN SECURITIES LLC (CRAWFORDSVILLE IN)
BC
Issued 08/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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