Unclaimed
Carson Bennett is an investment advisor representative with Reliastar Capital Management, Inc. in Dawsonville, Georgia. Carson is a licensed insurance agent and has been in the financial industry since 2000. Carson has experience working with individuals and has a client base of over 90 individuals. Carson holds Series 63, Series 66, and Series 7 licenses, as well as a Series 24. Carson specializes in financial planning, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
GA
04/11/2023 - Present
Reliastar Capital Management, Inc. (DAWSONVILLE GA)
GA
01/03/2005 - 06/15/2010
AMERITAS INVESTMENT CORP. (MURRAYVILLE GA)
FL
08/27/2004 - 01/03/2005
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
NE
06/30/2004 - 08/30/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
06/19/2003 - 07/14/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
LA
05/19/2000 - 06/20/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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