Unclaimed
Christopher William niall Carey is an Investment Advisor Representative registered with Carnegie Investment Counsel. Christopher is registered in Ohio, and has been working in the industry since 2018. Christopher has a Series 65 license, the Uniform Investment Adviser Law Examination, which Christopher passed in 2019. Christopher is currently employed by Carnegie Investment Counsel, which offers financial planning, pension consulting, and portfolio management services for individuals and businesses. Carnegie Investment Counsel has offices located in Pepper Pike, Ohio.
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.
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.
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.
1
2
OH
05/07/2019 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christopher Carey is the right advisor for you? Invested Better is here to help.