Unclaimed
Carla Marie Danczyk is a financial professional with over 18 years of experience in the financial services industry. She is currently registered with Sentry Equity Services, Inc., where she has been employed since 2003. Carla holds the Series 6, 26, and 63 licenses and the SIE designation. She is registered with the states of Wisconsin and Texas. Carla has a strong background in investment company products and variable contracts.
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
WI
09/21/2006 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
WI
10/28/2003 - 01/04/2005
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
BC
Issued 11/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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