Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Forsyth is a registered representative with LPL Financial LLC. Carla has been in the financial services industry since August 6, 1994. Carla has experience at a number of firms including SagePoint Financial, Inc., Pershing Trading Company, L.P. and Donaldson, Lufkin & Jenrette Securities Corporation. Carla is licensed in New Jersey.
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.
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2
NJ
01/09/2020 - Present
LPL Financial LLC (RED BANK NJ)
AZ
02/16/2006 - 01/13/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
01/03/1995 - 07/12/2005
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
01/01/1994 - 01/03/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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