Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Levy is a financial professional with experience in the financial industry since May 2016. Carla is currently registered with Pruco Securities, LLC and has a Series 6, Series 26, and Series 63 licenses. Carla has previously worked with PFS INVESTMENTS INC.. Carla is licensed to provide financial services in Illinois, Indiana, Mississippi, New York, and Texas. Carla specializes in investment advisory services, retirement planning, estate planning, and insurance 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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
IN
07/19/2022 - Present
Pruco Securities, LLC (Fishers IN)
IN
05/23/2016 - 07/20/2022
PFS INVESTMENTS INC. (FISHERS IN)
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carla Levy is the right advisor for you? Invested Better is here to help.
