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Kirsten Dewitt Carter

Truist Investment Services, Inc.

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About Kirsten Dewitt Carter

Kirsten Carter is a financial professional with over 8 years of experience in the financial services industry. Kirsten currently works for Truist Investment Services, Inc. and Truist Securities, Inc. Her primary focus is on helping clients reach their financial goals. Kirsten is registered with FINRA and holds the Series 7, Series 24 and SIE licenses.

Firm Information

Kirsten Carter is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kirsten Carter’s Registration & Firm History

GA

01/19/2024 - Present

Truist Investment Services, Inc. (ATLANTA GA)

GA

11/08/2016 - 04/21/2021

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

TX

11/19/2014 - 02/10/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 08/28/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kirsten Dewitt Carter.
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