Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carlson is a financial advisor with over 20 years of experience in the industry. He has a strong background in securities and investments, having worked for firms such as BMO Capital Markets GKST Inc. and PRUCO Securities Corporation. David is currently a registered representative with Performance Trust Capital Partners, LLC. He is dedicated to providing clients with personalized financial advice and investment strategies tailored to their individual needs.
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.
1
2
IL
10/13/2011 - Present
Performance Trust Capital Partners, LLC (WHEATON IL)
IL
01/13/2003 - 12/02/2011
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
NJ
11/06/1997 - 07/17/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure David Carlson is the right advisor for you? Invested Better is here to help.
