Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carsen? Claim Your ProfileCarsen Elijah Cox is a registered investment advisor representative with Principal Advised Services. Carsen has been in the financial services industry since January 2023. Carsen holds licenses for both Series 63 and Series 66. Carsen is also a licensed agent. Carsen has experience working in the financial industry. Principal Advised Services is headquartered in Des Moines, Iowa and specializes in providing portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IA
05/16/2024 - Present
Principal Advised Services (DES MOINES IA)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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