Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Carey has been a financial professional since 1991. Willard is currently registered with Columbia Management Investment Advisers, LLC, and has been with the firm since 2004. Previously Willard worked at Columbia Management Distributors, Inc., State Street Research Investment Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Scudder Investor Services, Inc. Willard holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Willard has experience working with individuals, businesses, charitable organizations, investment companies, corporations, high-net-worth individuals, pooled investment vehicles, and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
10/04/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/16/1993 - 09/29/2004
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MN
05/13/1992 - 06/02/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/13/1992 - 06/02/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/03/1991 - 10/05/1992
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 04/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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