Unclaimed
John Michael Carson is a financial advisor with over 30 years of experience in the industry. John Carson is currently registered with LPL Enterprise, LLC and has been with the firm since November 2024. Prior to this, John Carson was employed by Pruco Securities, LLC. John Carson is registered with the state of Pennsylvania, as well as Delaware, Florida, Indiana, New Jersey, Ohio, Virginia, and West Virginia. John Michael Carson also holds Series 6, 63, and 65 licenses. John Michael Carson has a long history of experience in the industry and has been a registered representative since 1990. John Michael Carson provides financial planning and portfolio management services to individuals, businesses, and corporations. John Michael Carson is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. In addition to his work as a financial advisor, John Michael Carson also sells Medicare Advantage plans to seniors. John Michael Carson has been doing this since September 2014 and dedicates a small portion of his time to this endeavor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (EXPORT PA)
NJ
01/31/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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