Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Camillo is a financial advisor with over 30 years of experience in the industry. Carl is a Senior Partner at Financial Management Strategies, Inc. and is also registered with Cetera Investment Advisers LLC. Carl's firm provides a range of financial services including financial planning, retirement planning, estate planning and investment management. Carl holds the Series 7, Series 24, Series 51, and Series 63 licenses. Carl is also a Certified Financial Planner™ and a Chartered Financial Consultant™. Carl's experience, expertise, and commitment to client service make him a valuable resource for individuals and families seeking financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (Parma OH)
OH
03/12/1996 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
CT
09/02/1993 - 03/13/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
04/06/1993 - 09/14/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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