Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter E Chotin is a financial advisor with over 11 years of experience in the industry. Carter is registered with LPL Financial LLC and has an active Series 7, Series 6 and Series 65 licenses. Carter has previously been registered with MML Investors Services, LLC and Park Avenue Securities LLC. Carter has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
06/21/2021 - Present
LPL Financial LLC (COVINGTON LA)
LA
11/24/2009 - 04/22/2021
MML INVESTORS SERVICES, LLC (COVINGTON LA)
LA
01/07/2009 - 11/17/2009
PARK AVENUE SECURITIES LLC (BATON ROUGE LA)
IA
Issued 12/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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