linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martha L Carlson

Investment Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martha? Claim Your Profile

About Martha L Carlson

Martha Carlson is a financial advisor with Investment Distributors, Inc. with over 24 years of experience in the industry. Martha's career has included roles with several financial institutions, including Concourse Financial Group Securities, Inc., Lincoln Financial Distributors, Inc., Waterstone Financial Group, Inc., Planco Financial Services, LLC and John Hancock Funds, Inc. Martha has a Series 6, Series 7, Series 24 and Series 63 license. Martha is registered in 51 states.

Firm Information

Martha Carlson is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martha Carlson’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

NH

12/18/2017 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (HOLLIS NH)

PA

12/09/2008 - 12/04/2017

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

IL

06/02/2008 - 12/11/2008

WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)

CT

09/05/2001 - 06/09/2006

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

MA

05/20/1996 - 08/28/2001

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

Not sure if Martha L Carlson is right for you?

Licenses & Designations

IA

Issued 05/24/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha L Carlson.
Not sure if Martha L Carlson is right for you?