Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Barrett is a financial advisor with Schwab Wealth Advisory, Inc. Carter has been working in the financial services industry since 2018. Carter has passed the Series 66, Series 7 and the SIE exam. Carter is registered with the state of Arizona and holds a CFP designation.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
09/27/2022 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
02/02/2019 - 08/18/2022
CETERA INVESTMENT SERVICES LLC (SCOTTSDALE AZ)
AZ
08/22/2018 - 02/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 10/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Carter Barrett is the right advisor for you? Invested Better is here to help.
