Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Incera is a financial advisor with over 20 years of experience in the industry. Carlos is registered with Raymond James Financial Services Advisors, Inc. Carlos has experience in providing financial advice to individuals, businesses, and institutions. Carlos has a strong track record of success in helping clients achieve their financial goals. Carlos is dedicated to providing personalized service and building long-term relationships with clients.
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
FL
04/15/2009 - Present
Raymond James Financial Services Advisors, Inc. (CORAL GABLES FL)
NY
03/09/1999 - 02/26/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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