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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Ann Reilly is a financial advisor with Highpoint Planning Partners. Carla has been working in the financial services industry since 2000. Carla specializes in providing financial planning and investment management services to individuals, families, and businesses. Carla is also a registered investment advisor. She is a graduate of the University of Illinois at Urbana-Champaign and holds the Series 7, 6, 63, 66 and 24 licenses.
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.
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
IL
11/01/2021 - Present
Highpoint Planning Partners (ORLAND PARK IL)
IL
06/20/2014 - 10/17/2016
U.S. BANCORP INVESTMENTS, INC. (Oak Lawn IL)
IL
10/04/2006 - 06/23/2014
CCO INVESTMENT SERVICES CORP. (ORLAND PARK IL)
IL
07/06/2005 - 09/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/25/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
12/10/1998 - 08/03/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/1998 - 08/03/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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