Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Jerome Graves is an investment advisor representative with Gradient Advisors, LLC. Carson has been in the industry since 2002. Carson works with high-net-worth individuals, corporations and other businesses, as well as pension and profit-sharing plans. Carson has a series 7, 6, 63 and 65 license. Prior to joining Gradient Advisors, Carson was a registered representative with TD Ameritrade and Wells Fargo Investments.
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.
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.
Referral fees
1
2
MN
09/22/2017 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
TX
10/12/2006 - 10/04/2007
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
TX
01/26/2006 - 07/12/2006
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/11/2006 - 01/30/2006
AMERITRADE, INC. (FORT WORTH TX)
WI
03/28/2002 - 10/21/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 08/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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