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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 Weidman is a financial advisor with Morgan Stanley. Carla has been in the industry since February 16, 1989. She is licensed to provide investment advice in 46 states and the District of Columbia. Carla has a strong track record of success and is committed to helping her clients achieve their financial goals. Carla is a Registered Representative of Morgan Stanley Smith Barney LLC and an Investment Advisor Representative of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/09/2012 - Present
Morgan Stanley (Tampa FL)
FL
01/08/2010 - 08/02/2010
OPPENHEIMER & CO. INC. (TAMPA FL)
FL
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
06/16/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
IL
07/28/1999 - 05/23/2000
BEMOS INVESTMENT ADVISORS, L.L.C. (DEERFIELD IL)
NY
08/25/1998 - 08/19/1999
SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)
CT
05/13/1998 - 08/25/1998
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
08/15/1997 - 11/18/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/31/1993 - 08/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/10/1992 - 11/13/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NJ
03/06/1990 - 09/02/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/25/1988 - 03/09/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BOTH
Issued 11/18/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/30/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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