Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
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Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
Carrie has been with Generations Financial Planning & Wealth Management since 2011 when she moved to Michigan and is the full time Office Manager and Client Concierge handling all your service needs with the exception of investment advice and trading.
Prior to working at Generations Carrie worked mainly in tech support and customer service. Her last position before joining us was with our Broker Dealer Cambridge Investment Research in Fairfield, IA.
Carrie grew up in Fairfield, IA, (location of home office for Cambridge Investment Research). She enjoys live music and board games but prefers to spend her free time reading and playing with her son, Kenneth.
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.
Information relating to securities is intended for use by individuals residing in: Alabama, Arizona, Arkansas, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, 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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