Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlana? Claim Your ProfileCarlana Gillespie Brown has been in the financial industry since 2000. Carlana is a Registered Representative, Investment Advisor Representative and is currently licensed in Tennessee. Carlana is associated with U.S. Bancorp Investments, Inc.. Carlana has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, City National Securities, Inc. and BANC of America Investment Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
TN
03/30/2020 - Present
U.s. Bancorp Investments, Inc. (Columbia TN)
TN
05/31/2018 - 03/10/2020
CITY NATIONAL SECURITIES, INC. (NASHVILLE TN)
TN
10/23/2009 - 08/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
TN
04/09/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRANKLIN TN)
MA
07/10/2000 - 10/08/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 09/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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