Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Jean Stone is a financial advisor with Cambridge Investment Research, Inc. Carla has been in the financial services industry since July 2003. Carla holds the Series 7, Series 24, Series 27, Series 99TO and SIE licenses. Carla works out of the Fairfield, IA office of Cambridge Investment Research, Inc.
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.
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.
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2
IA
07/02/2003 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
BC
Issued 12/04/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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