Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Amaris is a financial advisor with over 25 years of experience in the financial services industry. Carlos has held positions at various firms including Merrill Lynch, Fifth Third Securities, BANC of America Investment Services, First Union Securities, and First Union Brokerage Services. Carlos currently works as a financial advisor at Ameriprise Financial Services, LLC in Fort Myers, Florida. Carlos provides financial planning, portfolio management, and asset allocation services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Carlos is licensed to conduct securities business in several states and has passed various industry examinations.
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.
Asset allocation services
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
04/23/2018 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
09/16/2011 - 04/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
07/21/2009 - 09/23/2011
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
10/28/2002 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
MO
10/01/2000 - 06/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/02/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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