Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Myers is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Carl has been in the financial services industry since June 1996 and currently holds Series 6, 63, and 65 licenses. Carl has been registered with Cambridge Investment Research Advisors, Inc. since March 2023. Carl previously worked for Lincoln Financial Securities Corporation from April 2015 until March 2023, MetLife Securities Inc. from June 1996 until March 2015, and Metropolitan Life Insurance Company from June 1996 until July 2007.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
03/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
04/27/2015 - 03/08/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
GA
06/06/1996 - 03/31/2015
METLIFE SECURITIES INC. (ATLANTA GA)
NC
06/06/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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