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Carrie is a full time Client Concierge handling all of your service needs with the exception of investment advice and trading.
Prior to working at Generations Carrie had 5 years experience in customer service. Her latest position was at the Cambridge Investment Research headquarters in Fairfield, IA.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
* Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
Advisory services available in all 50 states. Information relating to securities is intended for use by individuals residing in: Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
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