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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 Thelise Maerz is a financial advisor who has been in the industry for over 10 years. Carrie is registered with the state of Oregon. Carrie is currently employed with TPG Financial Advisors, LLC in Portland, OR. Carrie has previously worked with M Holdings Securities, Inc. and Foresters Financial Services, Inc. Carrie holds the Series 4, 6, 7, 24, 26, 51, 63 and 66 licenses. Carrie has specialized in working with high net worth individuals, pension and profit sharing plans, corporations and other businesses and individuals other than high net worth individuals.
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.
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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2
OR
02/28/2023 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
OR
10/18/2017 - 09/23/2022
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
04/30/2012 - 10/23/2017
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2021
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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