Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lamont Carter is an investment professional with over 6 years of experience in the financial industry. Michael is registered as an investment advisor representative (IAR) in Maryland and a registered representative (RR) in Maryland and is Series 6, 26, 63, and 65 licensed. Michael is associated with PFS Investments Inc., an independent financial services firm, and can provide a range of financial services, including investment advice, portfolio management, and financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
11/03/2022 - Present
PFS Investments Inc. (GLEN BURNIE MD)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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