Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lebaron Carson has been in the financial services industry since 2003. He is a Registered Representative with Steward Partners Investment Advisory, LLC. Steward Partners is a privately-owned investment advisory firm that provides a range of financial services to individuals and institutions. Jeffery holds multiple licenses and certifications, including Series 4, 7, 9, 10, 24, 52, 53, and 66.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
04/25/2022 - Present
Steward Partners Investment Advisory, LLC (Boston MA)
MA
04/18/2022 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
12/19/2019 - 04/05/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Boston MA)
MA
01/19/2016 - 10/07/2019
MORGAN STANLEY (BOSTON MA)
MA
03/06/2009 - 02/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
06/07/2006 - 03/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
02/27/2003 - 05/30/2006
BROWNCO, LLC (BOSTON MA)
RI
11/08/2002 - 02/13/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
10/11/2002 - 02/13/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BOTH
Issued 7/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/10/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/9/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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