Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magaly? Claim Your ProfileMagaly Carson is a financial advisor with over 25 years of experience in the industry. Magaly has a strong track record of helping individuals, families, and businesses reach their financial goals. She is currently registered with Wells Fargo Advisors Financial Network, LLC, and has previously worked with Morgan Stanley and Wells Fargo Advisors, LLC. Magaly is committed to providing her clients with personalized financial advice and guidance, tailoring her services to meet their individual needs. She is also dedicated to building long-lasting relationships with her clients, based on trust and transparency. Magaly's expertise spans a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
02/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
AZ
11/18/2010 - 02/13/2024
MORGAN STANLEY (Scottsdale AZ)
AZ
03/18/2005 - 11/29/2010
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
IL
12/04/1998 - 03/22/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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