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Our Qualifications

Our Associates are a diversified, professional team who has earned industry respected degrees and designations including:​

CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

MSFS

Master of Science in Financial Services

AEP®

Accredited Estate Planner

RICP®

Retirement Income Certified Professional

CSA®

Certified Senior Advisor

CLU®

Chartered Life Underwriter

LUTCF

Life Underwriting Training Council Fellow

Our team also hold a variety of industry-recognized securities licenses. These certifications enable our associates to provide a wide range of specialized financial services. 

Among the most common licenses held by our professionals are:

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  • Series 7

    This license allows financial advisors to buy and sell most types of securities. It's considered the most comprehensive license for financial advisors. 

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  • Series 63

    This license is required to conduct business in a state and is required for stockbrokers. It covers state laws and regulations. 

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  • Series 6

    This license allows financial advisors to sell packaged securities like mutual funds and variable annuities. 

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  • Series 65

    This license allows financial advisors to offer investment advisory services. It covers state regulations and allows license holders to give advice. 

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  • Series 66

    This license is required for financial professionals who want to qualify as both securities agents and investment adviser representatives. 

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Financial Institution

Our Services

Carillon Group strives to provide resources and strategies to help achieve client goals. Along with our commitment to excellence, Carillon Group provides businesses and individuals with the highest quality services.

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We look forward to hearing from you...

641 Cepi Drive 

Chesterfield, MO

63005-1269

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 *Representatives offer products and services using the following business names: Carillon Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Carillon Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

©2022 Carillon Group | Web Development by Inferno Creative Enterprises

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