Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Jackson is a financial professional with over 30 years of experience in the industry. Carl is currently registered with Sovran Advisors, LLC and offers a variety of financial services including financial planning and asset management. Carl is also a Chartered Financial Consultant, demonstrating his commitment to providing clients with the highest level of professional expertise. Previously, Carl was associated with MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Carl holds multiple licenses including Series 6, 7, 63, and 65 licenses. Carl is dedicated to helping clients achieve their financial goals and has a strong track record of success.
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.
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.
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2
CA
02/28/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/05/2024
MML INVESTORS SERVICES, LLC (San Diego CA)
CA
06/23/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
06/23/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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