Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrine? Claim Your ProfileCarrine Langley is a financial advisor with Morgan Stanley in PHOENIX, AZ. Carrine has been in the financial industry since April 19, 2002. Carrine has passed the Series 7, Series 63, Series 66 and SIE exams. Carrine has been registered with Morgan Stanley since February 2022. Carrine has also been registered with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, SUNAMERICA SECURITIES, INC., WELLS FARGO INVESTMENTS, LLC, WELLS FARGO SECURITIES INC. and WELLS FARGO BROKERAGE SERVICES, L.L.C.. Carrine has experience providing financial advice to a variety of clients, including individuals, high net worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, investment clubs and insurance companies. Carrine also has experience with asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses, individuals and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
02/12/2022 - Present
Morgan Stanley (PHOENIX AZ)
AZ
03/10/2014 - 02/11/2022
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
07/06/2005 - 04/03/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
07/08/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
04/07/2003 - 07/02/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
12/13/2000 - 01/21/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/31/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
09/21/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
TX
03/01/2000 - 08/14/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Carrine Langley is the right advisor for you? Invested Better is here to help.
