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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 Zevnik-seufzer is an investment advisor representative with over 20 years of experience in the financial services industry. Carla is registered with Harbour Investments, Inc. in Wisconsin, and she is also registered with the Securities and Exchange Commission (SEC). Carla is licensed to offer securities and investment advice in multiple states across the country. Carla's professional background spans several firms, including The Strategic Financial Alliance, Inc., World Group Securities, Inc., and WMA Securities, Inc. Carla specializes in financial planning, portfolio management for individuals, and selection of other advisers. Carla's firm, Harbour Investments, Inc., is a Registered Investment Advisor firm headquartered in Madison, Wisconsin. Harbour Investments, Inc. offers financial planning services, investment management services, and a variety of other financial services to a diverse clientele. The firm manages over $6 billion in assets for its clients, and it employs over 200 licensed professionals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
04/04/2016 - Present
Harbour Investments, Inc. (Greenfield WI)
WI
10/25/2010 - 04/13/2016
THE STRATEGIC FINANCIAL ALLIANCE, INC. (GREENFIELD WI)
IL
04/04/2002 - 10/25/2010
WORLD GROUP SECURITIES, INC. (NORTHBROOK IL)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
08/24/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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