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Amelia Shoko Carlson is a financial_advisor professional located in Steamboat Springs, CO. They specialize in financial advisory. With over 2 years of experience, they bring deep expertise to every client.
Amelia Shoko Carlson - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Amelia Shoko Carlson is a financial advisor with Edward Jones in Steamboat Springs, Colorado. With 2 years in the financial services industry, she works with clients on investment and wealth management matters. Carlson holds a FINRA CRD registration, which governs her practice as a securities professional. She can be reached through the Edward Jones office to discuss financial planning needs and investment options.
Amelia Shoko Carlson's FINRA CRD (Central Registration Depository) registration means she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities brokers and advisors. This registration indicates she has passed required examinations and meets regulatory standards to offer investment advice and securities services. FINRA oversight ensures compliance with industry rules designed to protect investors and maintain market integrity. Her registration number (7460735) is publicly verifiable through FINRA's BrokerCheck system.