Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Indiana? Claim Your ProfileIndiana Flores Cary is a financial advisor registered with the state of North Carolina. Indiana Flores Cary is currently employed by Transamerica Retirement Advisors, LLC and has been in the industry since November 25, 2018. Indiana Flores Cary has several years of experience in the financial industry, having worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Invesco Distributors, Inc. Indiana Flores Cary is a Registered Representative (Series 7, Series 66, and Series 7TO).
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.
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.
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2
NC
09/27/2023 - Present
Transamerica Retirement Advisors, LLC (Greensboro NC)
IL
09/13/2018 - 10/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
09/12/2017 - 04/11/2018
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
05/07/2015 - 07/05/2016
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
BOTH
Issued 06/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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