Unclaimed
Carlan Witt Snipes has been in the financial industry since August 30, 2003. Carlan is currently registered with Pacific Select Distributors, LLC and has been with the firm since July 21, 2017. Carlan has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Prior to joining Pacific Select Distributors, LLC, Carlan worked at OneAmerica Securities, Inc. and Capital Brokerage Corporation.
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.
1
2
CA
07/21/2017 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
IN
04/26/2016 - 07/13/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
VA
02/07/2014 - 03/07/2016
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/13/2001 - 03/16/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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