Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson R. Terres is a financial advisor with Blackrock Investment Management, LLC, located in Boston, MA. Carson has been in the financial industry since 2021, and is registered to conduct business in all 50 states. Prior to joining Blackrock, Carson worked at Eaton Vance Distributors, Inc. Carson holds the Series 66, Series 7TO, and SIE exams.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/05/2024 - Present
Blackrock Investment Management, LLC (Boston MA)
MA
03/04/2021 - 05/24/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 06/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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