Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Joan Awroski is a financial advisor with LPL Financial LLC, located in FORT MILL, SC. Carla has over 25 years of experience in the financial services industry. Carla is licensed to provide financial advice and investment products in South Carolina. Carla has a Series 7, Series 24, Series 63, Series 99, and SIE licenses. Carla offers a range of financial services, including investment advice, financial planning, and portfolio management. Carla has previously worked at NATCITY INVESTMENTS, INC., MCDONALD INVESTMENTS INC., KEY CLEARING CORP., KEY INVESTMENTS INC., and MCDONALD & COMPANY SECURITIES, 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.
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.
Consulting and other non-discretionary advisory services
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
SC
01/16/2018 - Present
LPL Financial LLC (FORT MILL SC)
OH
11/22/2005 - 07/06/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
09/03/1999 - 12/02/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/08/1996 - 12/19/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
03/22/1995 - 05/02/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
07/20/1988 - 05/26/1994
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 99 - Operations Professional Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carla Awroski is the right advisor for you? Invested Better is here to help.
