Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlina? Claim Your ProfileCarlina Morris is a financial advisor with over 12 years of experience in the financial industry. Carlina is registered as a broker-dealer and investment advisor representative in Alaska and California. Carlina is a Registered Representative and Investment Advisor Representative for State Farm Investment Management Corp. Carlina holds the Series 6, Series 63 and SIE licenses. Carlina specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
AK
04/05/2022 - Present
State Farm Investment Management Corp. (Anchorage AK)
BC
Issued 12/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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