Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Doerschler is a financial advisor with over 25 years of experience in the financial services industry. Carl is a registered representative with M Holdings Securities, Inc. in Portland, OR and Mattawan, MI. Carl is a licensed Investment Advisor Representative in Michigan and North Carolina. Carl has a wide range of experience serving individuals, high-net-worth individuals, families, businesses, corporations, pension and profit-sharing plans, and other investment advisors.
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
OR
02/01/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
MI
02/20/2007 - 02/27/2007
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
MI
12/16/2003 - 02/16/2007
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
FL
06/28/2002 - 12/17/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
06/29/1998 - 06/10/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/01/1997 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IA
Issued 12/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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