Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Gravina is an investment advisor representative with Steward Partners Investment Advisory, LLC, based in Keene, NH. Carl has been in the financial industry since 2001 and has a wide range of experience providing financial advice to individuals, families, and businesses. Carl holds the Series 66, Series 63, Series 7, and SIE licenses. Carl has been registered with the state of New Hampshire since 2016 and has been registered with the state of Massachusetts since 2019.
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.
Financial consulting
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
NH
11/23/2016 - Present
Steward Partners Investment Advisory, LLC (KEENE NH)
NH
11/03/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (KEENE NH)
NH
01/01/2008 - 11/07/2016
WELLS FARGO ADVISORS, LLC (KEENE NH)
NH
11/29/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KEENE NH)
BOTH
Issued 8/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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