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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eric Carlson is a registered investment advisor representative with MML Investors Services, LLC. John has been in the financial services industry since January 21, 2005. John holds Series 6, Series 63, Series 65 and SIE licenses. John has been registered with MML Investors Services, LLC since June 21, 2021. Previously, John was employed with THRIVENT INVESTMENT MANAGEMENT INC. and STATE FARM VP MANAGEMENT CORP.. John is registered to provide advisory services in Alaska, Arizona, Idaho, Iowa, Minnesota, North Dakota and Virginia.
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.
Asset allocation programs
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.
Solicitors fees
1
2
ND
06/21/2021 - Present
MML Investors Services, LLC (Minot ND)
ND
01/01/2007 - 11/15/2013
THRIVENT INVESTMENT MANAGEMENT INC. (MINOT ND)
ND
08/16/2004 - 07/25/2006
STATE FARM VP MANAGEMENT CORP. (MINOT ND)
IA
Issued 05/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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