Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl John Boomhower is a financial advisor with Raymond James Financial Services Advisors, Inc. Carl John Boomhower has been in the securities industry since November 23, 2016. Carl John Boomhower is registered with FINRA and is a Registered Investment Advisor (RIA). Carl John Boomhower holds a Series 6, 7, and 66 license as well as the SIE exam. Carl John Boomhower specializes in retirement planning, investment management, insurance and estate planning. Prior to joining Raymond James, Carl John Boomhower worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Carl John Boomhower is also a board member for Oasis, a non-profit organization in Paterson, New Jersey.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
12/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (Wayne NJ)
NJ
10/12/2017 - 12/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER MONTCLAIR NJ)
NJ
11/02/2016 - 09/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PARAMUS NJ)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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