Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Pawsat is a financial advisor at LPL Financial LLC. Carl has been in the financial industry since September 16, 2013. Carl has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Carl is a registered representative of LPL Financial LLC and holds the Series 27, Series 99TO, and SIE licenses.
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.
1
2
SC
06/21/2024 - Present
LPL Financial LLC (FORT MILL SC)
IN
04/02/2013 - 01/04/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NC
04/02/2013 - 01/04/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
04/02/2013 - 01/04/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
04/02/2013 - 06/27/2016
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (Greensboro NC)
BC
Issued 04/01/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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