Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Carter is a financial professional with over 30 years of experience in the financial services industry. Edgar has a proven track record of success in providing financial guidance to clients in a variety of needs. Edgar's career spans multiple firms, including PRUCO Securities, LLC., The Leaders Group, Inc., and currently Lion Street Financial, LLC. Edgar is a registered representative in several states and holds Series 6, Series 63, and SIE licenses. Edgar's commitment to providing personalized financial advice and building long-term relationships with clients has earned him a reputation as a trusted advisor.
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
TX
08/14/2018 - Present
Lion Street Financial, LLC (Dallas TX)
TX
01/22/2015 - 07/23/2018
PRUCO SECURITIES, LLC. (DALLAS TX)
CO
02/09/2011 - 12/31/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
08/10/1992 - 01/31/2011
PRUCO SECURITIES, LLC. (DALLAS TX)
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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