Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie West is a financial advisor at Raymond James Financial Services Advisors, Inc. Carrie has been in the financial services industry since 2008. Carrie is registered with the state of Texas as an investment advisor representative. In addition to her current role, Carrie has held positions at Morgan Stanley, Ameriprise Financial Services, LLC, and Edward Jones. Carrie is a Series 7 and Series 66 licensed professional and holds the SIE designation. Carrie is dedicated to providing clients with personalized financial planning and investment management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (Olney TX)
TX
10/28/2020 - 09/19/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Olney TX)
TX
10/11/2019 - 11/02/2020
EQUITY SERVICES, INC. (WICHITA FALLS TX)
TX
07/01/2016 - 10/15/2019
MORGAN STANLEY (WICHITA FALLS TX)
TX
08/28/2008 - 07/05/2016
EDWARD JONES (SEYMOUR TX)
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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