Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Kielbasa is an Investment Advisor Representative with Black Knight Wealth Management, LLC, registered in Pennsylvania. Carl specializes in providing financial planning and portfolio management services for individuals and has been in the industry since January 2014. Carl holds the Series 65 license. Carl also has a prior insurance license, but does not currently offer insurance products.
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.
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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PA
05/07/2021 - Present
Black Knight Wealth Management, LLC (State College PA)
IA
Issued 10/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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