Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Souther Hauser is a financial advisor with Raymond James Financial Services Advisors, Inc., and has been in the industry since 1999. Carla is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of North Carolina. Carla has a broad background in the financial services industry, having previously worked for Lincoln Financial Securities Corporation and Edward Jones. Carla Souther Hauser's firm is also registered with the state of North Carolina.
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
NC
03/01/2012 - Present
Raymond James Financial Services Advisors, Inc. (North Wilkesboro NC)
NC
04/11/2008 - 03/01/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (NORTH WILKESBORO NC)
NC
06/09/1999 - 04/15/2008
EDWARD JONES (NORTH WILKESBORO NC)
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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