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 Nitz is a financial advisor with over 25 years of experience in the industry. Carla is a Certified Financial Planner with Series 63, SIE, and Series 7 licenses. She is currently registered with LPL Financial LLC, and has been working with the firm since March 2020. Prior to joining LPL Financial LLC, Carla worked with Securities America, Inc. for over 24 years. Carla has a strong background in investments and financial planning, and is committed to providing her clients with personalized financial advice. Carla is also a tax preparer with North Central Tax Services.
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
IL
03/27/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
05/22/1996 - 03/27/2020
SECURITIES AMERICA, INC. (CHICAGO IL)
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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