Shari Rene Carlson is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with PHOENIX FISCAL INC.
| Firm | From | To | Current |
|---|---|---|---|
| PHOENIX FISCAL INC | 2024-08-21 | present | Yes |
| CREATIVE FINANCIAL SERVICES, INC | 2022-03-21 | 2024-09-17 | — |
| MODERN FINANCIAL ASSET MANAGEMENT, LLC | 2022-03-02 | 2022-03-23 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2021-01-28 | 2021-10-01 | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2019-07-10 | 2021-01-25 | — |