Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carson is a financial advisor with over 17 years of experience in the financial services industry. David is currently registered with Edward Jones. David holds licenses to offer securities and investment advisory services in multiple states, including Florida, Texas, Colorado, Connecticut, Georgia, New Jersey, New York, North Carolina, Ohio, and South Carolina. Previously, David was affiliated with Morgan Stanley, HSBC Securities, BNY Capital Markets, Salomon Smith Barney and J.P. Morgan. David is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
02/21/2024 - Present
Edward Jones (NAPLES FL)
NY
07/21/2006 - 11/30/2011
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
07/09/2004 - 06/28/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
02/05/2003 - 07/07/2004
BNY CAPITAL MARKETS INC. (NEW YORK NY)
NY
09/13/2002 - 01/22/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/15/2001 - 01/29/2002
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
MA
01/26/1996 - 06/15/2001
J.P. MORGAN FUND DISTRIBUTORS, INC. (BOSTON MA)
NA
01/04/1996 - 01/26/1996
VISTA FUND DISTRIBUTORS, INC.
MD
03/03/1994 - 12/31/1995
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
BOTH
Issued 12/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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