Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Traylor is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Carson has been in the financial services industry since 2023 and has a Series 7TO, Series 66, and SIE license. Carson is also registered in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas. Carson's current employment with Merrill Lynch is based in the Houston branch office. Carson is also an owner of a vintage clothing and apparel business called Resurrected Collective. Carson is specialized in providing investment advice to a variety of clients including corporations, individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal governments. Carson is also licensed to provide investment advice in a variety of areas, including financial planning, educational seminars, and performance measurement reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/25/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
BOTH
Issued 10/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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