Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Carpenter is a registered investment advisor with over 10 years of experience in the financial services industry. Bryant is currently registered with Raymond James & Associates, Inc. in Winter Park, Florida. Prior to joining Raymond James, Bryant worked as an investment advisor representative for CNL Securities Corp. in Orlando, Florida. Bryant is a Series 63, Series 65, and Series 7 licensed professional. Bryant specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/30/2023 - Present
Raymond James & Associates, Inc. (WINTER PARK FL)
FL
04/27/2018 - 09/01/2020
CNL SECURITIES CORP. (ORLANDO FL)
FL
04/28/2011 - 03/17/2017
CNL SECURITIES CORP. (ORLANDO FL)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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