Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Stallings is a registered investment advisor representative with First Heartland Consultants, Inc. Carson has been in the financial services industry for over 8 years. Carson holds the Series 6, Series 7TO, Series 63, and Series 65 licenses. Carson is also a licensed insurance agent and has experience in property and casualty insurance. Carson is based in Elizabeth City, NC. First Heartland Consultants, Inc. is an investment advisory firm headquartered in Lake St. Louis, MO. The firm provides financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals to a wide range of clients.
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.
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.
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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NC
12/22/2023 - Present
First Heartland Consultants, Inc. (ELIZABETH CITY NC)
NC
09/03/2015 - 12/19/2017
WOODBURY FINANCIAL SERVICES, INC. (ELIZABETH CITY NC)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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