Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Michael Carter is a financial professional with over 20 years of experience in the financial services industry. J. Michael Carter is currently registered with Silver Oak Securities, Inc. and is licensed in Florida, Indiana and Kentucky. J. Michael Carter has previously been registered with ROYAL ALLIANCE ASSOCIATES, INC., NATIONAL PLANNING CORPORATION and AMERICAN GENERAL SECURITIES INCORPORATED. J. Michael Carter is specializes in a range of services including financial planning, portfolio management for individuals, and portfolio management for businesses. J. Michael Carter is dedicated to providing clients with personalized financial guidance to help them 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.
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2
IN
02/11/2021 - Present
Silver OAK Securities, Inc. (New Albany IN)
IN
10/16/2017 - 02/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (NEW ALBANY IN)
IN
10/31/2007 - 10/18/2017
NATIONAL PLANNING CORPORATION (NEW ALBANY IN)
IN
10/01/2002 - 11/01/2007
AMERICAN GENERAL SECURITIES INCORPORATED (NEW ALBANY IN)
TX
02/13/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 03/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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