Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Hooker is a financial advisor with Cuso Financial Services, LP. Carla has over 18 years of experience in the financial services industry. Carla is registered with the state of North Carolina as an investment advisor representative and has a Series 63, 66 and 7 license. Carla is also a Certified Financial Planner. Carla is passionate about helping her clients achieve their financial goals.
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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NC
11/04/2024 - Present
Cuso Financial Services, LP (WINSTON SALEM NC)
NC
03/25/2017 - 05/02/2017
MML INVESTORS SERVICES, LLC (WINSTON-SALEM NC)
NC
05/15/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WINSTON-SALEM NC)
NC
01/04/2011 - 02/14/2012
LPL FINANCIAL LLC (WINSTON SALEM NC)
NC
12/02/2005 - 01/05/2011
EDWARD JONES (KING NC)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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