Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Ann Masselink is a financial advisor with Raymond James & Associates, Inc. based in Holland, MI. Carla has been working in the financial industry since 1983. Carla has registrations in 32 states and is a Certified Financial Planner. Carla's previous employment includes J.J.B. HILLIARD, W.L. LYONS, INC., RAFFENSPERGER, HUGHES & CO., INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN NATIONAL PENSION INSURANCE COMPANY, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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.
Please see note in schedule d - miscellaneous
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
MI
08/19/2013 - Present
Raymond James & Associates, Inc. (Holland MI)
MI
10/23/1992 - 08/21/2007
J.J.B. HILLIARD, W.L. LYONS, INC. (HOLLAND MI)
IN
01/31/1990 - 11/03/1992
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
AZ
11/19/1989 - 01/30/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/19/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IN
04/04/1985 - 06/25/1987
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
04/04/1985 - 06/25/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/04/1985 - 06/11/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 02/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Carla Masselink is the right advisor for you? Invested Better is here to help.
