Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Damaris Carson is a registered representative with Northwestern Mutual Investment Services, LLC. April is a licensed securities professional with over 12 years of experience in the industry. April Carson is also licensed to provide investment advisory services in the State of Wisconsin. Previously, April was affiliated with OSAIC FA, INC., OSAIC FS, INC., and LINCOLN FINANCIAL DISTRIBUTORS, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
08/28/2024 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
IN
09/13/2017 - 06/21/2024
OSAIC FA, INC. (FORT WAYNE IN)
IN
09/13/2017 - 06/21/2024
OSAIC FS, INC. (FORT WAYNE IN)
IN
05/22/2012 - 09/13/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 11/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure April Carson is the right advisor for you? Invested Better is here to help.
