Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Landis is a financial advisor with Commonwealth Financial Network. Carl has been in the industry since August 1988. Carl has a broad range of experience serving a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Carl has experience providing financial planning services and investment management for individuals and businesses. Carl is registered with the state of Pennsylvania as an investment advisor representative.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/15/2019 - Present
Commonwealth Financial Network (Bethlehem PA)
PA
06/25/2009 - 11/19/2019
FSC SECURITIES CORPORATION (MALVERN PA)
PA
05/17/1994 - 06/26/2009
MUTUAL SERVICE CORPORATION (POTTSTOWN PA)
PA
06/05/1989 - 05/27/1994
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NA
08/25/1988 - 06/07/1989
TOWNSLEY ASSOCIATES & COMPANY, INC.
IA
Issued 03/15/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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