Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Jon Amundson is a financial advisor associated with Cetera Investment Advisers LLC. Carter has been in the industry since 2021 and currently holds licenses in Wisconsin and Texas. Carter holds licenses for both investment advising and brokerage, and has experience with a number of different firms, including Securian Financial Services, Inc. and CRI Securities, LLC. Carter is also a licensed agent/broker for North Star Resource Group and offers fixed insurance sales.
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.
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
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MILWAUKEE WI)
WI
04/07/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
MN
04/07/2021 - 10/28/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
IA
Issued 10/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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