Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie S. Turner is a registered representative of First Citizens Investor Services, Inc. Carrie has been in the industry for over 2 years and has worked at this firm since February 8, 2021. Carrie holds the Series 63, Series 6TO and SIE licenses and is licensed in South Carolina.
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.
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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SC
02/08/2021 - Present
First Citizens Investor Services, Inc. (Moncks Corner SC)
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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