Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Semryck Mathias is a financial professional with over 35 years of experience in the industry. Carla is currently registered with Cetera Investment Advisers LLC. Carla has been a registered representative with Cetera Investment Advisers LLC since June 2023, and previously was a registered representative with Summit Brokerage Services, Inc. from June 2005 to September 2019. Carla has also been a registered representative with WRP Investments, Inc. in Youngstown, Ohio, and National Planning Corporation in Los Angeles, California. Carla is a licensed financial professional with Series 6 and Series 63 licenses. Carla is committed to providing her clients with comprehensive financial planning and investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MOUNT KISCO NY)
NY
06/30/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MT KISCO NY)
OH
12/13/2004 - 06/30/2005
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
CA
06/12/2000 - 12/13/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
DE
07/01/1991 - 06/14/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
12/03/1993 - 03/08/1996
GERALD S. BERGER, INC. (HARTSDALE NY)
NY
06/11/1986 - 07/01/1991
GERALD S. BERGER, INC. (HARTSDALE NY)
NA
06/27/1985 - 06/18/1986
RELIASTAR FINANCIAL MARKETING CORP.
BC
Issued 08/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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