Unclaimed
Michael Carson is a financial advisor with Janney Montgomery Scott LLC, located in Spartanburg, SC. Michael has been in the industry since October 2000. He has a broad range of experience working in the financial services industry, including time with Wells Fargo Clearing Services, LLC and BANC of America Investment Services, INC. Michael holds the Series 66, Series 7 and SIE securities licenses. Michael is registered to provide investment advice in Alabama, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia. Michael is a board member at the Hope Center for Children in Spartanburg, SC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
06/12/2024 - Present
Janney Montgomery Scott LLC (Spartanburg SC)
SC
02/26/2009 - 02/25/2022
WELLS FARGO CLEARING SERVICES, LLC (SPARTANBURG SC)
SC
06/10/2004 - 03/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPARTANBURG SC)
NC
12/05/2002 - 06/14/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
10/30/2000 - 11/27/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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