Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Vidamo is an investment advisor representative associated with Nationwide Securities, LLC. Carrie has been in the financial services industry since 2013. Carrie has passed the Series 6, Series 63, Series 65, Series 66, and Series 7 exams. Carrie has worked for several firms in the financial services industry, including Vanguard Marketing Corporation, Allstate Financial Services, LLC, Transamerica Financial Advisors, Inc, World Group Securities, Inc. and AIG Retirement Advisors, Inc. Carrie is registered in 52 states and 2 provinces. Carrie's specializations include retirement planning, investment management and wealth management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
11/14/2023 - Present
Nationwide Securities, LLC (Gilbert AZ)
AZ
08/02/2022 - 10/13/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/25/2020 - 04/30/2021
ALLSTATE FINANCIAL SERVICES, LLC (Gilbert AZ)
AZ
10/03/2018 - 02/11/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)
AZ
04/09/2014 - 12/21/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)
AZ
01/06/2012 - 04/30/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)
AZ
10/27/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MESA AZ)
AZ
09/09/2008 - 10/15/2008
AIG RETIREMENT ADVISORS, INC. (PHOENIX AZ)
GA
04/14/2005 - 11/02/2006
PFS INVESTMENTS INC. (DULUTH GA)
IL
03/16/2004 - 07/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/03/2001 - 03/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/05/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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