Unclaimed
Nena Carey is a financial advisor with Andrew Garrett Inc., where Nena has been employed since August 26, 2008. Nena holds a Series 6 license, which permits Nena to sell investment company products and variable contracts, and a Series 63 license, allowing Nena to sell securities in the state of California. Nena is also a holder of the Securities Industry Essentials Exam (SIE). Nena has been in the financial services industry since January 18, 1998. Prior to joining Andrew Garrett Inc., Nena was employed by THE CONCORD EQUITY GROUP, LLC, EMISSARY FINANCIAL GROUP, INC., and MONEY CONCEPTS CAPITAL CORP. Nena has experience working with high-net-worth individuals and other individuals. Nena provides financial planning services, portfolio management services for individuals, and selection of other advisors services. Nena's firm provides investment advice to a wide range of clients, including individuals, high-net-worth individuals, and pooled investment vehicles. The firm also provides financial planning and portfolio management services. Andrew Garrett Inc. is based in New York, NY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
08/26/2008 - Present
Andrew Garrett Inc. (Orangeville CA)
NJ
06/04/1998 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
01/05/1998 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 01/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nena Carey is the right advisor for you? Invested Better is here to help.