Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Skottowe Wannamaker is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Carson is a registered investment advisor representative in North Carolina and Texas and has been in the financial industry since 2003. Carson has Series 6, 7, 63 and 65 licenses. Carson previously worked for INVEST Financial Corporation, Morgan Keegan & Company, Inc., BB&T Investment Services, Inc. and Wachovia Securities, LLC.
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.
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
MO
06/27/2022 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
NC
07/29/2010 - 08/20/2014
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
TN
12/08/2009 - 12/23/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NC
05/17/2006 - 04/10/2008
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
MO
02/05/2003 - 04/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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