Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Carter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Drew has been in the financial services industry since June 2012. Drew provides portfolio management for both businesses and individuals and has held positions with The Huntington Investment Company, PNC Investments, and J.P. Morgan Securities LLC. Drew is registered to provide investment advice in Missouri and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT LOUIS MO)
MO
09/09/2020 - 07/11/2022
PNC INVESTMENTS (WENTZVILLE MO)
IN
04/04/2019 - 09/10/2020
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
08/25/2014 - 02/05/2019
J.P. MORGAN SECURITIES LLC (NOBLESVILLE IN)
MO
10/24/2011 - 08/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)
IA
Issued 05/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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