Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Arthur Rasmussen is a financial advisor with Centaurus Financial, Inc. Carlos has over 20 years of experience in the financial services industry. Carlos is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and several state securities authorities. Carlos is also registered as an investment advisor representative in several states. Carlos specializes in financial planning, portfolio management, and retirement planning. Carlos also provides business consulting services to entrepreneurs and small business owners. Carlos is dedicated to helping 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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2
CA
12/08/2011 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
WA
10/13/2009 - 12/09/2011
SYMETRA INVESTMENT SERVICES, INC. (SEA TAC WA)
WA
10/15/2003 - 11/05/2009
WOODBURY FINANCIAL SERVICES, INC. (SEATAC WA)
MA
06/26/2001 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CA
06/26/1998 - 07/09/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/06/1994 - 07/02/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 08/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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