Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carston? Claim Your ProfileCarston Cole Cook is a financial advisor with Ameriprise Financial Services, LLC. Carston has been in the financial services industry since 2018 and has worked for several other firms, including Comerica Securities, Robinhood Financial, LLC, and J.P. Morgan Securities LLC. Carston is licensed to sell securities in several states, including Michigan, Pennsylvania, and Georgia. Carston holds the Series 7TO, Series 63, Series 65 and SIE licenses. Carston is also registered as an Investment Advisor Representative in Michigan.
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.
Asset allocation services
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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MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
09/01/2021 - 11/03/2023
COMERICA SECURITIES (FARMINGTON MI)
TX
12/10/2020 - 09/06/2021
ROBINHOOD FINANCIAL, LLC (Westlake TX)
OH
11/25/2019 - 11/12/2020
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
06/29/2018 - 11/20/2019
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 12/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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