Unclaimed
Carl Blair Pritchett is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Carl has been in the securities industry since December 2000. Carl has a strong track record of providing financial advice to individuals, families, and businesses. Carl is committed to helping clients achieve their financial goals. Carl is licensed to offer a wide range of financial products and services, including investment advice, retirement planning, college savings, and insurance.
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.
Asset allocation services
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.
1
2
GA
02/18/2020 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
GA
11/18/2011 - 02/19/2020
MORGAN STANLEY (ATLANTA GA)
GA
07/06/2009 - 11/18/2011
OPPENHEIMER & CO. INC. (ATLANTA GA)
GA
12/08/2000 - 07/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
12/08/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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