Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Cabrera is a financial advisor with Charles Schwab & Co., Inc., a firm that manages more than $50 billion in assets. Carla has been in the financial industry since 2011 and holds licenses in multiple states. Carla has experience in a variety of areas, including financial planning, investment advisory services, and portfolio management. Carla is also experienced in various financial products including mutual funds, stocks, bonds, and options. Carla's primary business focus is investment related, and the advisor is also a landlord.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/06/2020 - Present
Charles Schwab & CO., Inc. (Miami FL)
FL
08/08/2011 - 09/16/2015
TRADESTATION SECURITIES, INC. (PLANTATION FL)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/14/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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