ADVISOR BIO

Carter E bailey Steil is a financial professional in Norfolk, VA. Carter has been in the financial services industry since 2013. Carter currently holds registrations with Principal Securities, Inc. and is licensed to provide financial advice in North Carolina, Virginia and Virginia (IA).

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ADVISOR BIO

Carter Alexander Raymond is a financial advisor associated with Ameriprise Financial Services, LLC in Midlothian, Virginia. Carter has been in the financial industry since September 05, 2023, and holds a Series 66 license. Carter also holds Series 7TO and SIE licenses. Carter has been registered with the state of Virginia as both a Broker-Dealer and Investment Advisor Representative since November 20, 2023. Ameriprise Financial Services, LLC is a large financial services firm with over $1 billion in assets under management. Ameriprise offers a wide range of financial services, including financial planning, asset allocation, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Carter Johns is a financial advisor with over 17 years of experience in the industry. Carter is registered with LPL Financial LLC and holds licenses to practice in several states including Texas and Virginia. Carter's past experience includes working with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Carter has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Carter has a proven track record of helping clients achieve their financial goals.

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Carter Michael Neal is a financial advisor at Wells Fargo Clearing Services, LLC. Carter has been in the financial services industry since 2014 and holds the Series 7 and Series 66 licenses. Carter is registered to provide investment advice in 33 states and holds a Certified Financial Planner designation. Carter has previous experience at Securian Financial Services, Inc. and Virginia Asset Management.

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Carter Branham snow Furr is an investment advisor representative associated with Brown Advisory in NORFOLK, Virginia. Carter has been in the industry since 2001, working previously with BANC OF AMERICA INVESTMENT SERVICES, INC. in BOSTON, MA. Carter is registered with the state of Virginia and has passed the Series 7 and Series 65 exams. The firm manages assets for individuals, pooled investment vehicles, businesses and charitable organizations. The firm primarily charges clients based on a percentage of their assets and performance-based fees.

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Cary Daly is a financial advisor at Truist Advisory Services, Inc. Cary has been in the industry since 1993 and has held several positions at various firms. Cary is registered as a Registered Representative and Investment Advisor Representative with the state of Virginia. Cary's specializations include retirement planning, college savings, insurance and estate planning. Cary is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Casandra Arture is an investment advisor representative who has been active in the industry since August 2021. Casandra is registered with Fidelity Personal And Workplace Advisors and is licensed in 43 states and the District of Columbia. Casandra holds both Series 66 and Series 7TO licenses, as well as the Securities Industry Essentials (SIE) Exam. Her primary focus is on providing financial planning and portfolio management services for both individuals and businesses.

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Casey Albert White is a registered representative with PFS Investments Inc. Casey has been in the industry since January 17, 2024 and is currently registered in Tennessee, Virginia, and West Virginia. Casey holds Series 6, 63, and SIE licenses. Casey specializes in helping clients with financial planning and portfolio management. PFS Investments Inc. is a Registered Investment Advisor (RIA) headquartered in Duluth, Georgia and offers a variety of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Casey Rosenthal is a registered investment advisor representative with Cetera Investment Advisers LLC. Casey is also a registered representative in Virginia and holds a Series 66, Series 7TO, and SIE licenses. Casey has been in the financial services industry since June 2022. Casey helps clients with wealth management solutions at Rosenthal Wealth Management Group.

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ADVISOR BIO

Casey Warcewicz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Casey has been in the securities industry since March 11, 2010. Casey is licensed in 38 states and the District of Columbia. Casey specializes in providing financial advice to individuals, businesses, corporations, investment companies, charitable organizations, pension and profit-sharing plans, insurance companies, state and municipal government entities, and banking or thrift institutions.

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