Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Faltys is an investment advisor representative with McMill CPA And Advisors. Carter has been in the industry since 2022, providing financial advice to individuals and corporations. Carter specializes in providing financial planning, portfolio management and pension consulting services. Carter holds a Series 65 license and is registered with the state of Nebraska.
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.
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
NE
04/26/2023 - Present
McMill CPA AND Advisors (NORFOLK NE)
IA
Issued 04/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Carter Faltys is the right advisor for you? Invested Better is here to help.
