Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonnie? Claim Your ProfileJonnie Ann Carlo has been in the financial services industry since December 7, 1993. Currently, Jonnie Ann Carlo is registered with Empower Financial Services, Inc. Jonnie Ann Carlo holds the Series 6, Series 26, Series 63 and SIE licenses and is registered in 9 states including Arizona, Florida, Georgia, Illinois, Iowa, Michigan, Minnesota, Missouri and Wisconsin. Jonnie Ann Carlo was previously registered with 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.
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.
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2
CO
10/02/2006 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
MO
10/28/2002 - 10/03/2006
METLIFE SECURITIES INC. (CLAYTON MO)
MO
10/25/2002 - 10/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (CLAYTON MO)
CA
12/08/1993 - 12/19/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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