Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Emmanuel Salmon is a financial advisor with Cetera Investment Advisers LLC. Carlos has over 10 years of experience in the financial services industry. Carlos is a Certified Financial Planner and holds the Series 7, Series 66, and Series 63 licenses. Carlos is registered to provide financial advice in several states including California, Connecticut, Massachusetts, New Hampshire, New York, North Carolina, and Texas. Carlos specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
CT
12/06/2023 - Present
Cetera Investment Advisers LLC (NEW HAVEN CT)
CT
05/04/2020 - 05/06/2020
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
CT
01/09/2018 - 07/13/2018
KEY INVESTMENT SERVICES LLC (East Hartford CT)
MA
10/02/2012 - 08/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
NY
10/14/2011 - 12/05/2011
MF GLOBAL INC. (NEW YORK NY)
NY
07/06/2011 - 09/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/4/2023
Series 7TO - General Securities Representative Examination
BC
Issued 7/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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