Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Marie Holcomb is an active investment advisor representative registered with Raymond James Financial Services Advisors, Inc. in Rockville, MD. Carla Marie Holcomb has been in the industry since May 31, 2018 and has experience with Wells Fargo Clearing Services, LLC. Carla Marie Holcomb holds licenses for Series 66, Series 10, Series 9, SIE and Series 7. Carla Marie Holcomb provides portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
10/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
DC
06/01/2018 - 10/21/2020
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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