Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Walck is a Registered Representative with Cadaret, Grant & CO., Inc.. Carl has 8 years of experience in the financial services industry. Carl is registered to conduct business in 15 states. Carl is also a Registered Investment Advisor, operating as Impact Financial Strategies, with Cadaret, Grant & CO., Inc.. Carl has a Series 7, Series 6, and Series 63 licenses and is a member of FINRA. Carl's previous experience includes employment with Lincoln Financial Advisors Corporation, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Carl is currently located at the Cadaret, Grant & CO., Inc. branch office in Niagara Falls, NY.
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
NY
12/22/2023 - Present
Cadaret, Grant & CO., Inc. (NIAGARA FALLS NY)
NY
06/03/2016 - 12/05/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
NY
09/21/2015 - 06/06/2016
MML INVESTORS SERVICES, LLC (AMHERST NY)
BC
Issued 12/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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