Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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