Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Joseph Ewing is a financial advisor at Cetera Investment Advisers LLC. Carter has been in the financial services industry since March 4, 2020. Carter is registered with the state of Kansas, Texas, and 23 other states. Carter has passed the Series 66, Series 7TO and SIE exams. Cetera Investment Advisers LLC is a registered investment advisor with the SEC. The firm manages over $104 billion in assets for individuals, high-net-worth individuals, charitable organizations, pension plans, corporations, and state and municipal governments. The firm offers financial planning, portfolio management, and educational seminars.
10955 LOWELL AVE STE 900, 910, 920, 100, and 200
OVERLAND PARK, KS 66210
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.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
BOTH
Issued 6/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/5/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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