Benefits Counselor
CurrentProviding education of valuable employee benefits in the workplace.
Mar 2023 - Present
AeroLeads people directory · profile
Edward Carpenter Email & Phone Number
NEW SALES AGENT OF THE YEAR- National Enrollment Team-COLONIAL LIFE Benefits Counselor; Registered Securities Principal
at
Colonial Life
1 work email found
@ameritrade.com
8 phones found area 520, 317, 517, and 509
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
NEW SALES AGENT OF THE YEAR- National Enrollment Team-COLONIAL LIFE Benefits Counselor; Registered Securities Principal
Location
Lake Placid, Florida, United States
Who is Edward Carpenter? Overview
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Quick answer
Edward Carpenter is listed as NEW SALES AGENT OF THE YEAR- National Enrollment Team-COLONIAL LIFE Benefits Counselor; Registered Securities Principal at Colonial Life, based in Lake Placid, Florida, United States. AeroLeads shows a work email signal at ameritrade.com, phone signal with area code 520, 317, 517, 509, and a matched LinkedIn profile for Edward Carpenter.
Edward Carpenter previously worked as Benefits Counselor at Colonial Life and Independent Licensed Advisor at Humana at Humana. Edward Carpenter holds Associate'S Degree, Environmental Technology from Abc Technical Institute.
Company email context
Email format at Colonial Life
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*@ameritrade.com
68% confidence
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Profile bio
About Edward Carpenter
* Medicare sales and client relationships * Employee Benefits Specialist (all Insurance and investments)* Account Manager - Insurance and Securities* Compliance - Insurance and Securities* Investment Advisor and Registered Representative * Seminar preparation and delivery. * Large scale Management (Leadership) of Insurance and Investment Representatives I was Series 6 licensed in 1991 and had $10MM in AUM by the time I earned my Series 7 in 1996, many at $25. per month investments. I then went on to be a Stockbroker for 2 years (before internet access) generating about $20MM in new AUM. I entered the Bank environment as an Investment Advisor in 1998, beginning with 14 branches in South MI and $0 previous assets. After the first 2 years, I had $8MM in new investment assets and was awarded Financial Advisor of the year for 100+ branches (Cetera) for 1999. I was then promoted to a VP Regional position, caring for 9 states. AUM for those 9 states increased 150% before ING bought out Reliastar, (previous Cetera) and ING eliminated Reliastar’s team. Afterward, I became an OSJ VP for the Financial Services Division of GE Capital, managing and recruiting Series 7 CPA’s. Having attained 12 new CPA’s and an increase of 80% AUM, again 10 months later, Jack Welch personally ended our division. I then built an Annuity Platform for National City Bank, that included the recruiting, training, and oversight of 440 new insurance licensed bankers over 4 states, and taking the annuity AUM from a growth of $600k per year to $12MM per month! This accomplishment was one of the reasons National City Bank sold to PNC Bank in 2008.In addition to items hard to decipher on a one or two page Resume, I held the positions of Inside Wholesaler for several years, another 3 years as a financial institution Financial Advisor with WAMU and BBVA, a S24 Compliance position for ING, management positions in the investment divisions of Allstate and Farmers, and currently (9 year tenure) a remote Managing Principal for 36 S7 Reps for a boutique B/D in AZ, though now, I’ve only hit the highlights! I founded a seafood company from $51 per week in unemployment checks, that grossed over $4MM in sales, by the time I was age 23. I have never had a complaint or even an allegation in nearly 35 years, insurance or investments. I’ve personally generated over $50MM in new assets, have recruited over 1,000 individuals, and have managed FA’s and Insurance Advisors for over $1B in assets Most of all, however, my philosophy has always been to treat the client’s assets as if they were my own.
Current workplace
Edward Carpenter's current company
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18 roles
Edward Carpenter work experience
A career timeline built from the work history available for this profile.
Independent Licensed Advisor At Humana
CurrentIndependently offering Medicare and financial services from a much broader range of carriers, under the Humana umbrella, than when captive before.
Sep 2022 - Present
May 2021 - Sep 2022
Dms Sales
May 2020 - May 2021
Employee Group Medicare And Core Consultant
Current
Tbc, Vsp, Cigna
Medicare and employee benefits seminars, health fairs, wellness events, and enrollments.
Sep 2022 - Present
Registered Securities Principal
Current
Union Capital Company
Broker/Dealer Principal
Apr 2017 - Present
Registered Securities Principal
Current
Union Capital Company
Compliance Officer for 28 Series 7 Reps. Email, Plan Review, advertising, enforcement.
Apr 2017 - Present
Owner
Current
Final Expense Plus, Pllc
ARIZONA HEALTH AND LIFE, then MONEY BENEFIT, PLLC, and also FINAL EXPENSE PLUS, PLLC, are independent, brokerage-oriented financial advisory firms. Unlike many other financial advisors, we work with a large variety of companies, and are not obligated to offer their products.This means that our advice is completely based on what is best for the client..
Oct 2003 - Present
Aug 2022 - Mar 2023
Sep 2022 - Dec 2022
Enrollment Specialist
Apr 2019 - May 2020
Enrollment Specialist, Health And Investments
Unitedhealth Group/Ascensus
VIA Total Benefit Communications. Benefit Specialist conducting enrollments, seminars, meetings, Health Fairs and one on one consultations. 401k through Merrill Lynch and Lincoln Financial Group.
Aug 2013 - May 2020
Apr 2013 - May 2020
Vp - Financial Advisor Ii
Bank Financial Advisor to banking clients primarily. Investments, insurance, Money Guide Pro planning.5 branches covered; 30 employees. Weekly Huddle training, and individual training.6 licensed bank employees to train and monitor profiling and production
Apr 2015 - Jun 2016
Broker
Revitalizing account relationships with the largest and most respected Supplemental Insurance company in America.
Nov 2013 - Apr 2015
Registered Securities Principal
With 25 years of investment and insurance advisory experience, I bring a wealth of insight into my position at Parsonex Securities. Through an ongoing service experience, I will focus on your short-term and long-term objectives; retirement, college preparation, bucket-list planning, and on your all- around financial plan. As well, I am working with.
May 2014 - Jan 2015
Registered Securities Principal
Sunamerica Financial Group
to complete compliance review of all AIG, Sun America, Sentra and Spelman Securities OSJ/Branch Manager customer accounts and transactions. Final review and approval of OSJ/Branch Manager customer trades
Apr 2004 - Jul 2004
Reserve District Manager
* Training for District Management (45 Agents) * Classroom, and field trained new insurance and Series 6 licensed individuals * Weekly seminar-setting instruction, for all types of insurance * Coordination of existing agents' activities; monitoring reporting and goal setting
Oct 2003 - Apr 2004
3 education records
Edward Carpenter education
Associate'S Degree, Environmental Technology
Abc Technical Institute
95 Credits, Business And Real Estate
Whatcom Community College
Life, Health, Disability, Property, Casualty, Series 7, 24, And 66 Active. Series 4 Nearly Complete, Financial Planning And Services
Finra And Dept. Of Insurance
FAQ
Frequently asked questions about Edward Carpenter
Quick answers generated from the profile data available on this page.
What company does Edward Carpenter work for?
Edward Carpenter works for Colonial Life.
What is Edward Carpenter's role at Colonial Life?
Edward Carpenter is listed as NEW SALES AGENT OF THE YEAR- National Enrollment Team-COLONIAL LIFE Benefits Counselor; Registered Securities Principal at Colonial Life.
What is Edward Carpenter's email address?
AeroLeads has found 1 work email signal at @ameritrade.com for Edward Carpenter at Colonial Life.
What is Edward Carpenter's phone number?
AeroLeads has found 8 phone signal(s) with area code 520, 317, 517, 509 for Edward Carpenter at Colonial Life.
Where is Edward Carpenter based?
Edward Carpenter is based in Lake Placid, Florida, United States while working with Colonial Life.
What companies has Edward Carpenter worked for?
Edward Carpenter has worked for Colonial Life, Humana, Tbc, Vsp, Cigna, Union Capital Company, and Final Expense Plus, Pllc.
How can I contact Edward Carpenter?
You can use AeroLeads to view verified contact signals for Edward Carpenter at Colonial Life, including work email, phone, and LinkedIn data when available.
What schools did Edward Carpenter attend?
Edward Carpenter holds Associate'S Degree, Environmental Technology from Abc Technical Institute.
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