ADVISOR BIO

Carl Vernon Ceder is a financial advisor with over 30 years of experience in the industry. Carl is currently registered with UBS Financial Services Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Neuberger Berman, LLC, BA Investment Services, Inc., GNA Securities, Inc., and American Express Financial Advisors Inc.. Carl has a broad range of experience in providing financial advice to individuals, families, and businesses. Carl holds the Series 7, Series 63, and Series 65 licenses and is a Registered Representative (RR) in multiple states. Carl's expertise includes providing financial planning, portfolio management, and investment advisory services. Carl's goal is to help clients achieve their financial goals through personalized financial planning and investment strategies.

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ADVISOR BIO

Carl Jackson is a financial professional with over 30 years of experience in the industry. Carl is currently registered with Sovran Advisors, LLC and offers a variety of financial services including financial planning and asset management. Carl is also a Chartered Financial Consultant, demonstrating his commitment to providing clients with the highest level of professional expertise. Previously, Carl was associated with MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Carl holds multiple licenses including Series 6, 7, 63, and 65 licenses. Carl is dedicated to helping clients achieve their financial goals and has a strong track record of success.

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ADVISOR BIO

Carl Michael Consing is an investment advisor representative with Eagle Strategies LLC. Carl has been active in the financial industry since January 18, 2008. Carl holds Series 7, Series 66 and SIE securities licenses. Prior to joining Eagle Strategies LLC, Carl worked with Ameriprise Financial Services, LLC. Carl is registered with the state of California, Hawaii, Nevada and Texas.

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ADVISOR BIO

Carl Henry Davis is a financial advisor with over 40 years of experience in the industry. Carl has worked with Ameriprise Financial Services, LLC since March 2020, and previously held positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Carl holds a Series 63 license and a Series 65 license and has earned several other licenses including Series 7, Series 4, Series 5, Series 12, Series 24, and Series 53. Carl provides a variety of financial services to individuals, businesses, and institutions including financial planning, asset allocation, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Carl Raggio is a financial advisor with Edward Jones in KING CITY, CA. Carl has been in the industry since 2012 and has experience working with individuals, corporations, partnerships, investment clubs, limited liability companies, and charitable organizations. Carl has a background in consulting and has worked in the apparel industry. Carl is also a registered representative with Series 7, Series 63 and Series 66 licenses. Carl is committed to helping clients reach their financial goals.

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ADVISOR BIO

Carl James Fernandez is a financial advisor currently registered with Pruvise. Carl has been in the financial industry for over 20 years and holds licenses for both securities and commodities. In addition to his Series 7 and Series 63 licenses, Carl also holds the Series 3 license and the Series 55 license. Carl has a long history of experience in the financial industry, working with various firms such as GLB TRADING, INC, REDWOOD TRADING, LLC, and PETERS SECURITIES CO. L.P. Carl holds the Chartered Financial Analyst designation and is a registered investment advisor in California. Carl has experience providing financial planning, pension consulting, portfolio management for businesses and individuals.

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ADVISOR BIO

Carl D agostini is a financial advisor with over 15 years of experience in the industry. Carl is currently registered with Next Financial Group, Inc. in California. Carl is a licensed investment advisor representative who offers securities and investment advisory services through Next Financial Group, Inc. Carl is also an insurance agent for SIERRA RIDGE WEALTH MANAGEMENT, offering fixed annuities, life/health, and long-term care insurance. Prior to joining Next Financial Group, Inc., Carl was employed by Edward Jones from 2009 to 2018. Carl has a strong background in financial planning and portfolio management and is committed to providing personalized service to his clients.

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ADVISOR BIO

Carl Edward Mueller is an active investment advisor representative with One Capital Management, LLC. Carl has over 29 years of experience in the industry. Carl is registered in Kansas. Carl has been associated with One Capital Management, LLC since May 2021. Previously, Carl was associated with Nations Financial Group, Inc. from May 2003 to May 2021, RBC DAIN RAUSCHER INC. from January 2000 to May 2003, U.S. BANCORP PIPER JAFFRAY INC. from June 1994 to January 2000 and Waddell & Reed, Inc. from June 1988 to June 1994. Carl has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. Carl holds a designation from SIE. Carl provides advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Carl also provides financial planning and pension consulting services. Carl provides advisory consulting services to two Canadian registered ETFs and a Luxembourg SICAV.

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ADVISOR BIO

Carl John Friedemann has been in the financial services industry since August 20, 1991. Carl is currently registered with Ameriprise Financial Services, LLC in Poway, California. Carl has also been registered with IDS LIFE INSURANCE COMPANY. Carl has been in the industry for over 30 years, providing financial advice and services to individuals and businesses.

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ADVISOR BIO

Carl Robert Montgomery is a financial advisor with over 30 years of experience in the industry. Carl is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to joining Wells Fargo, Carl was with Morgan Stanley and Citigroup Global Markets Inc. Carl has a wide range of experience in providing financial advice to individuals, families, and businesses. Carl holds several licenses and designations, including Series 3, 7, 63, and 65. Carl is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS