Unclaimed
Eileen Margaret Carrero is a financial professional with over 25 years of experience in the industry. Eileen has held registrations with the Securities and Exchange Commission (SEC) and several state regulatory bodies. Eileen is currently registered with Cetera Investment Advisers LLC, where she provides financial advice to individuals, families, and businesses. Eileen's areas of expertise include financial planning, portfolio management, and retirement planning. Eileen holds a Series 6, 62, 63, and 65 securities licenses and holds the SIE designation. Eileen is also the owner of Eileen Carrero Financial Services, LLC. Eileen has a passion for helping people achieve their financial goals and believes that everyone deserves access to quality financial advice.
MIDLOTHIAN, IL
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
IL
01/11/2005 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN IL)
NY
10/06/1997 - 10/08/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 12/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 9/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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