Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Martin Carstens is a financial professional with over 23 years of experience in the industry. Jack is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc., and has also held registrations with SagePoint Financial, Inc., SunAmerica Securities, Inc., and Edward Jones. Jack has a strong track record of providing financial guidance to individuals, families, and businesses. Jack specializes in providing a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Jack holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE certification.
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.
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.
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
IL
09/01/2023 - Present
Osaic Wealth, Inc. (Waterloo IL)
IL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (O'FALLON IL)
AZ
09/26/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
08/13/1999 - 09/28/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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