Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Jose Sacasa is a financial advisor with over 10 years of experience in the industry. He has a Series 7TO, Series 63, and Series 65 licenses, and is currently registered with Pruco Securities, LLC in Orlando, Florida. He is a general securities representative for the firm and also provides investment advisory services. Carlos has a strong track record of helping clients achieve their financial goals. He is committed to providing his clients with personalized service and a tailored investment plan that meets their individual needs.
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
FL
01/24/2024 - Present
Pruco Securities, LLC (ORLANDO FL)
FL
12/20/2022 - 10/12/2023
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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