Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carli? Claim Your ProfileCarli Lippa is a financial advisor at Pruco Securities, LLC. Carli has been in the financial industry since March 2022, specializing in a wide range of financial services. Carli earned a Series 63, Series 6TO, and SIE licenses. Carli has expertise in the areas of financial planning and other investment advisory services. Carli Lippa holds active registrations in New York, Florida, Missouri, Pennsylvania, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
06/09/2023 - Present
Pruco Securities, LLC (Pittsford NY)
NY
03/07/2022 - 06/15/2023
EQUITABLE ADVISORS, LLC (ROCHESTER NY)
BC
Issued 03/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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