Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Beckford is a financial professional with over two decades of experience in the industry. Carlos is currently registered with Nylife Securities LLC and holds a variety of licenses and certifications, including Series 7, Series 24, Series 4, Series 53, Series 55, Series 57TO, Series 99TO, and SIE. Carlos has previously held positions with CHASE INVESTMENT SERVICES CORP., DATEK ONLINE FINANCIAL SERVICES LLC, and DATEK ONLINE BROKERAGE SERVICES LLC.
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
TX
10/19/2004 - Present
Nylife Securities LLC (DALLAS TX)
IL
03/26/2004 - 08/09/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
06/30/2001 - 09/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/15/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carlos Beckford is the right advisor for you? Invested Better is here to help.
