Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carissa? Claim Your ProfileCarissa Marielle Jackson is a financial advisor who has been in the industry since 2001. She is currently registered with Truist Advisory Services, Inc. and has been working with them since 2022. Previously, Carissa Jackson has also worked for Brighthouse Securities, LLC, AXA Distributors, LLC, Wells Fargo Advisors, LLC, Allianz Life Financial Services, LLC, Edward Jones, Equitable Distributors, Inc., Lord Abbett Distributor LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and MONY Securities Corporation. Carissa Jackson has passed the SIE, Series 6, Series 7, and Series 63 and Series 66 exams. Carissa Jackson is also active in the community, serving on the board of the Ponte Vedra Chamber of Commerce Division and the Flagler Tiger Bay Club.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/02/2022 - Present
Truist Advisory Services, Inc. (PONTE VERDA BEACH FL)
NC
10/24/2018 - 11/04/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
01/26/2015 - 11/07/2016
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NC
11/15/2007 - 01/07/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MN
04/09/2003 - 06/01/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MO
04/16/2002 - 03/28/2003
EDWARD JONES (ST. LOUIS MO)
NC
07/11/2000 - 10/23/2001
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NJ
02/16/2000 - 07/18/2000
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
MN
03/03/1999 - 01/11/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/03/1999 - 01/11/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/14/1998 - 04/01/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 1/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/6/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/2016
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/7/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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