Unclaimed
Carson Gernert is an investment banking professional at Bofa Securities, Inc., registered with FINRA and the states of New York and North Carolina. Carson is licensed to provide investment banking services. Carson holds the Series 63, Series 79TO and SIE licenses.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
NC
08/23/2021 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
BC
Issued 09/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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