Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Vincent Marchitto is a financial advisor with over 35 years of experience in the industry. Carl is registered with LPL Financial LLC and holds a number of licenses and certifications, including Series 6, 7, 24, 26, 63, and 65. Carl works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Carl provides financial planning, portfolio management, and other investment advisory services.
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
MA
06/29/2022 - Present
LPL Financial LLC (WESTFORD MA)
CT
07/21/2021 - 12/22/2021
LPL FINANCIAL LLC (ORANGE CT)
CT
12/21/2000 - 07/21/2021
WADDELL & REED (HAMDEN CT)
NJ
11/22/1985 - 11/22/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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