Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bartly? Claim Your ProfileBartly Truitte Carter is a registered representative with American Fidelity Securities, Inc. Bartly is a licensed professional who has been in the financial industry for over 20 years and holds Series 6, Series 63 and SIE licenses. Bartly currently has registrations in Alabama, Arkansas, Louisiana, Mississippi and Oklahoma. Previous firms Bartly has worked for include Southern Farm Bureau Fund Distributor, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.
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.
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.
1
2
OK
04/27/2004 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
MS
03/09/2000 - 04/19/2000
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
NY
03/04/1999 - 01/05/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/04/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bartly Carter is the right advisor for you? Invested Better is here to help.
