Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Gardner is a financial advisor with LPL Financial LLC. Cara has been working in the financial services industry since 2009. Cara is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Cara is registered in the state of Michigan and has a wide range of experience in financial planning, investment management and retirement planning. Cara is dedicated to providing personalized financial advice to help clients reach their financial goals.
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
MI
02/25/2021 - Present
LPL Financial LLC (FARMINGTON HILLS MI)
MI
06/16/2020 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (Bloomfield MI)
MI
11/09/2011 - 07/15/2020
MICHIGAN SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
08/05/2011 - 11/01/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
MI
09/10/2009 - 08/10/2011
MICHIGAN SECURITIES, INC. (BLOOMFIELD HILLS MI)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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