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 a financial advisor with Centaurus Financial, Inc. Carl is registered to provide investment advice in 12 states. Carl is also a Registered Representative and holds a Series 6, Series 7, and Series 66 license. Carl has been in the financial services industry since 2009 and is affiliated with Fifth Third Securities, Inc., Pruco Securities, LLC and Harbour Investments, Inc. Carl has worked in the financial industry since 2009, most recently as a Registered Representative at Centaurus Financial, Inc..
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
MI
01/03/2022 - Present
Centaurus Financial, Inc. (CADILLAC MI)
MI
08/31/2016 - 03/31/2017
HARBOUR INVESTMENTS, INC. (REED CITY MI)
MI
03/21/2012 - 09/06/2016
FIFTH THIRD SECURITIES, INC. (CADILLAC MI)
MI
08/19/2009 - 06/10/2010
PRUCO SECURITIES, LLC. (PORTAGE MI)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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