Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl David Menzel is a registered representative with Jefferies LLC in Charlotte, North Carolina. Carl is a Series 79 and Series 63 licensed professional with over 3 years of experience in the financial services industry. Carl's previous experience includes a role at Harris Williams & Co. in Richmond, Virginia.
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.
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NC
11/21/2017 - Present
Jefferies LLC (CHARLOTTE NC)
VA
07/22/2014 - 11/02/2017
HARRIS WILLIAMS & CO. (RICHMOND VA)
BC
Issued 03/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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