Unclaimed
Carson Childers is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered to provide investment advice in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, Oregon, Texas, and Washington. Carson Childers is also registered as a broker-dealer in the same states. Carson Childers has 2 exams passed, including Series 7TO, Series 63, Series 65 and SIE. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Carson Childers was associated with Equitable Advisors, LLC. Carson Childers has over 2 years of experience in the financial services industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
10/10/2022 - 06/19/2023
EQUITABLE ADVISORS, LLC (AUSTIN TX)
IA
Issued 07/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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