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 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 Chuanhan Cheng is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carl has been in the securities industry for over 20 years, with previous experience at World Group Securities, Inc.. Carl is licensed to provide investment advice in California and Texas. Carl has experience working with individuals, corporations and charitable organizations. Carl can help clients with a variety of financial needs, including portfolio management, financial planning, and investment research.

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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 Lamb is a financial advisor with Allworth Financial, LP in San Diego, CA. He has been in the industry since 2005 and has a variety of experience in financial planning, portfolio management, and securities. Carl is a Certified Financial Planner and holds a Series 7 and Series 66 license. He also passed the Securities Industry Essentials (SIE) exam in 2018. Previously, Carl worked for LPL Financial LLC, Loring Ward Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Carl C Ilg is a financial professional with over 20 years of experience in the industry. Carl is currently registered with RBC Capital Markets, LLC. Carl has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and State Farm VP Management Corp. Carl is registered in a total of 32 states and has a Series 7, Series 6, Series 66, and SIE license. Carl's professional experience spans a variety of industries, including banking and financial services. Carl specializes in providing services to high-net-worth individuals, corporations, and institutional clients. Carl's commitment to helping clients achieve their financial goals is reflected in his extensive experience and knowledge of the financial markets.

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ADVISOR BIO

Carl David Wenger is a financial advisor with Edward Jones. Carl has been in the industry since November 19, 2017. Carl is registered with the state of California and Texas. Carl provides a variety of services to individuals, businesses, and organizations.

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ADVISOR BIO

Carl Schreiber is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2014. Carl is currently located at the J.P. Morgan Securities LLC office in Sunnyvale, California. Carl is Series 6, 63 and 6TO licensed. Carl has previously worked at J.P. Morgan Securities LLC in Santa Clara, California.

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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.

SPECIALIZATIONS