Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carleton? Claim Your ProfileCarleton Wilson Jones has been working in the financial services industry since 1985 and holds a Series 7, Series 63, and Series 65 licenses. Carleton is currently registered with M Holdings Securities, Inc. and holds a Branch Office Location in Daytona Beach, FL. Carleton has also been previously registered with UBS Financial Services Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Carleton's experience spans over 30 years, providing a strong foundation in investment advice. Carleton focuses on financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/26/2006 - Present
M Holdings Securities, Inc. (DAYTONA BEACH FL)
NJ
03/04/1996 - 06/21/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/15/1989 - 03/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/23/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 05/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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