Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danette? Claim Your ProfileDanette Carr is a financial advisor with LPL Financial LLC in Athens, Ohio. Danette has been in the financial services industry for more than 10 years and has a wide range of experience in the industry. Danette's experience and expertise include: financial planning, portfolio management for individuals and businesses, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/28/2023 - Present
LPL Financial LLC (ATHENS OH)
OH
11/20/2021 - 08/28/2023
CUSO FINANCIAL SERVICES, L.P. (Athens OH)
OH
09/10/2015 - 02/08/2017
CUSO FINANCIAL SERVICES, L.P. (ATHENS OH)
BOTH
Issued 01/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danette Carr is the right advisor for you? Invested Better is here to help.
