Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caela? Claim Your ProfileCaela M. Mavracic is an investment advisor representative with LPL Financial LLC. Caela has been in the industry for 9 years. She has a Series 7, Series 63, and Series 65 license. Caela also holds the SIE exam. Caela's previous firm was CUNA BROKERAGE SERVICES, INC.. Caela specializes in the following: Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, Selection of Other Advisers, and Educational Seminars. Caela M. Mavracic is registered in Florida, Illinois, Indiana, and Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
05/18/2022 - Present
LPL Financial LLC (ELKHART IN)
IN
03/17/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Elkhart IN)
IA
Issued 02/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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