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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Allen Carman is a financial advisor with Osaic Wealth, Inc. based in MOUNT PLEASANT, SC. Jeffry has over 37 years of experience in the financial services industry. Jeffry holds Series 6, 7, 24, 63, and 65 licenses. Jeffry is a Chartered Financial Consultant and is registered to provide investment advice in 9 states. Prior to joining Osaic Wealth, Inc., Jeffry worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Jeffry is committed to providing clients with personalized financial advice and services.
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
SC
09/01/2023 - Present
Osaic Wealth, Inc. (MOUNT PLEASANT SC)
SC
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MOUNT PLEASANT SC)
PA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (COATESVILLE PA)
TX
09/19/1986 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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