Unclaimed
Carla Edson is a financial professional with over 2 years of experience in the securities industry. She holds Series 7TO, Series 63, and SIE licenses. Carla is currently registered with GT Securities, Inc. in California and Connecticut. She previously worked at CEROS FINANCIAL SERVICES, INC. in Rockville, Maryland and SHARENETT SECURITIES LLC in New York, New York.
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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2
CA
06/03/2024 - Present
GT Securities, Inc. (LOS ANGELES CA)
MD
07/13/2021 - 06/17/2022
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
NY
10/19/2020 - 10/26/2020
SHARENETT SECURITIES LLC (New York NY)
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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