Financial Planner
CurrentI help people to make money, save on taxes, pay off their debt and travel for a living.
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@iuniversesystems.com
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3 phones found area 719
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LinkedIn matched
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Carrie Currence is listed as Financial Planner at Integrity Asset Management at Integrity Asset Management, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at iuniversesystems.com, phone signal with area code 719, and a matched LinkedIn profile for Carrie Currence.
Carrie Currence previously worked as Financial Planner at Integrity Asset Management and CEO at Integrity Asset Mgmt. Carrie Currence holds Bachelors, Finance from Wayne State University.
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AeroLeads found 1 current-domain work email signal for Carrie Currence. Compare company email patterns before reaching out.
I am an independent financial planner which allows me to have the ability to always do what is best for my clients.I have been in the financial industry for over 15 years and I bring that expertise to every client. I think it is extremely important to get to know my clients on a personal basis to best meet their goals and objectives. In addition my goal is to build a life long relationship and provide on going services in various areas.Specialties: I assist in financial planning, retirement planning, tax planning and estate planning.
Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Finance, and 13 others.
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I help people to make money, save on taxes, pay off their debt and travel for a living.
Financial consultant
I did all the marketing for 2 stock brokers. I called and set their appointments and invited to their seminars.
I studied Business and Marketing, and spent 2 years as an Intern for Prudential Securities. I received my Bachelor of Science in Business.
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Carrie Currence works for Integrity Asset Management.
Carrie Currence is listed as Financial Planner at Integrity Asset Management at Integrity Asset Management.
AeroLeads has found 1 work email signal at @iuniversesystems.com for Carrie Currence at Integrity Asset Management.
AeroLeads has found 3 phone signal(s) with area code 719 for Carrie Currence at Integrity Asset Management.
Carrie Currence is based in Colorado Springs, Colorado, United States while working with Integrity Asset Management.
Carrie Currence has worked for Integrity Asset Management, Integrity Asset Mgmt, Financial Services Of America, and Prudential Securities.
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Carrie Currence holds Bachelors, Finance from Wayne State University.
Carrie Currence is listed with skills including Retirement Planning, Estate Planning, Strategic Financial Planning, Finance, Retirement, Financial Services, Investments, and Customer Service.
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