Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Remington? Claim Your ProfileRemington Carl Bartlett is a financial advisor with Morgan Stanley, a firm that manages over $1 trillion in assets for individual and institutional clients. Remington has been in the financial services industry since 2013 and has a wide range of experience in providing investment advice, portfolio management, and financial planning services. Remington holds a variety of licenses and certifications, including Series 4, 7, 9, 10, 24, and 66. Remington has previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Remington's clients include high-net-worth individuals, families, corporations, charitable organizations, and pension plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/09/2019 - Present
Morgan Stanley (Bradenton FL)
LA
09/27/2013 - 06/15/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST MONROE LA)
BOTH
Issued 04/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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