Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Welsh Owen is a registered representative with iCapital Markets LLC. Carter has been in the securities industry since September 23, 2018. Carter is registered with FINRA and the state of New York. Carter holds the Series 7, Series 63, and SIE licenses. Carter was previously employed by ICapital 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.
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.
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2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
09/24/2018 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
BC
Issued 02/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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