Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Presley? Claim Your ProfilePresley Austin Carter is a financial advisor registered with Principal Securities, Inc. Presley has been in the industry since 1986, and is currently registered with Principal Securities, Inc. Presley has been with the firm since January 2006. Presley has a strong record of providing financial advice and has experience with a wide range of clients, including individuals, businesses, and charitable organizations. Presley is also a Chartered Financial Consultant.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TN
06/17/2021 - Present
Principal Securities, Inc. (NASHVILLE TN)
IA
09/01/2004 - 12/31/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
02/10/2003 - 09/03/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
VT
09/04/1996 - 11/15/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
10/13/1986 - 02/13/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
10/27/1982 - 09/26/1986
NEW YORK LIFE SECURITIES CORP.
NA
08/22/1977 - 10/17/1983
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
NA
08/22/1977 - 03/17/1978
PAUL REVERE EQUITY SALES COMPANY (THE)
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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