Unclaimed
Isaiah Carter is a financial advisor with Missionsquare Retirement. Isaiah is a registered representative with FINRA and a registered investment advisor. Isaiah has been in the industry since 2010 and holds Series 65 and 66 licenses, as well as the SIE and Series 7 licenses. He is also a Chartered Financial Consultant. Isaiah is based in Washington, DC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
03/13/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
DC
04/07/2015 - 10/25/2019
ICMA-RC SERVICES, LLC (WASHINGTON DC)
PA
05/13/2013 - 11/13/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
MD
09/15/2009 - 04/02/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
10/01/2008 - 01/15/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Isaiah Carter is the right advisor for you? Invested Better is here to help.