| Advisor Profile |
 |
| Name: |
Thomas Carreras, CFP® |
|
|
 |
| Research This Advisor |
|
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| Carreras Financial Services is all you need for complete and comprehensive financial planning. A team of experienced and successful professionals help navigate the complex, shifting and often confusing maze of issues. |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
39
|
|
| |
|
|
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Certified Financial Planner, National Association of Insurance & Financial Advisors, Chartered Life Underwriter, Series 65
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| |
|
|
|
|
|
| |
| |
| Prepared By: |
Thomas Carreras, CFP® |
Frequently Asked Questions |
|
|
|
