Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Coolidge has been providing financial services since October 1997. Carl Coolidge is a registered representative with Newedge Advisors and holds Series 6, 7 and 63 securities licenses, as well as the Series 65 Investment Advisor license. Carl Coolidge is also a registered investment advisor with Newedge Advisors. Newedge Advisors manages over $18 billion in assets and provides financial services to individuals, corporations, and other entities. Carl Coolidge focuses on providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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
11/13/2024 - Present
Newedge Advisors (St. Simons Island GA)
GA
01/10/2003 - 11/01/2023
MML INVESTORS SERVICES, LLC (St. Simons Island GA)
NY
10/06/1997 - 01/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/06/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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