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Michael Charles Carlson

Truist Securities, Inc.

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About Michael Charles Carlson

Michael Carlson is a financial professional with Truist Securities, Inc., a leading financial services firm. Michael has a strong background in the securities industry, having passed multiple exams and earned licenses in all 50 states. Michael has been active in the industry since August 2022.

Firm Information

Michael Carlson is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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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Michael Carlson’s Registration & Firm History

GA

08/22/2022 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Charles Carlson.
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