Unclaimed
Marianne Elizabeth Carter has been a registered representative for over 25 years. She has a wide range of experience in the financial services industry, having worked for several firms, including Securities America, Inc., National Planning Corporation, Capital Analysts, Incorporated, FSC Securities Corporation, and Pruco Securities Corporation. Marianne Carter is currently registered with Sanctuary Advisors, LLC, a firm that provides a variety of financial services to individuals, businesses, and institutions. Marianne Carter specializes in providing financial planning, portfolio management, and pension consulting services to her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
NC
01/23/2024 - Present
Sanctuary Advisors, LLC (SNEADS FERRY NC)
NC
11/02/2017 - 01/25/2024
SECURITIES AMERICA, INC. (SNEADS FERRY NC)
NC
10/01/2007 - 11/06/2017
NATIONAL PLANNING CORPORATION (SNEADS FERRY NC)
NJ
06/18/2003 - 10/02/2007
CAPITAL ANALYSTS, INCORPORATED (MEDFORD NJ)
GA
06/25/1999 - 06/18/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
10/20/1998 - 06/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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