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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Marie Jenkins is a registered investment advisor representative with Fisher Investments. Carla has been with Fisher Investments since April 2002. Carla has a total of 24 years of experience in the financial industry. Prior to joining Fisher Investments, Carla worked at Charles Schwab & Co., Inc., PaineWebber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carla is licensed in the state of California. Carla specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/31/2005 - Present
Fisher Investments (WOODSIDE CA)
TX
10/25/1993 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
12/12/1991 - 10/13/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/14/1990 - 11/20/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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