Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inhee? Claim Your ProfileInhee Carter has been an active financial advisor since 2003. Inhee is currently registered with Avantax Advisory Services in California and Texas. Inhee is also registered as an insurance agent in California. Inhee has a wide range of experience in the financial services industry and holds multiple licenses and certifications. Inhee has experience working with individuals, families, businesses, and retirement plans. Inhee offers a variety of financial services, including financial planning, investment management, and insurance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/30/2024 - Present
Avantax Advisory Services (MISSION VIEJO CA)
MA
03/29/2004 - 03/30/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
VA
05/23/2003 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
GA
02/28/2003 - 04/11/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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