Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carson is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC and is licensed to provide advisory services in multiple states. Jeffrey has held previous positions with INVEST Financial Corporation, Raymond James Financial Services, Inc., FISERV Investor Services, Inc., LINK Investment Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/01/2025 - Present
LPL Financial LLC (BYRON IL)
IL
07/30/2004 - 02/14/2018
INVEST FINANCIAL CORPORATION (DEKALB IL)
FL
05/12/2003 - 08/03/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
07/19/2000 - 04/22/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
09/17/1997 - 07/14/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
06/03/1996 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
MA
01/27/1993 - 04/11/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/27/1993 - 04/11/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Carson is the right advisor for you? Invested Better is here to help.
