Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Beitzel is a financial professional with over 30 years of experience in the financial services industry. Carla is currently registered with Principal Securities, Inc. as a registered representative and investment advisor representative. Previously, Carla worked for AXA ADVISORS, LLC and MONY SECURITIES CORPORATION. Carla specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
01/30/2008 - Present
Principal Securities, Inc. (Harrisburg PA)
PA
05/27/2005 - 05/21/2007
AXA ADVISORS, LLC (HARRISBURG PA)
NY
02/22/1985 - 03/03/2006
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 02/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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