Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlota? Claim Your ProfileCarlota Larson is a financial advisor with over 10 years of experience in the industry. Larson is currently registered with Fidelity Personal And Workplace Advisors. Prior to that, she was with Kestra Investment Services, LLC and Wells Fargo Clearing Services, LLC. Larson holds Series 6, 7, 63, and 66 licenses. Larson provides financial planning and portfolio management services for individual investors, businesses, and retirement plans. Larson is also a board member of the Children's Museum Tucson.
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.
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
AZ
05/04/2023 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
09/20/2021 - 01/31/2023
KESTRA INVESTMENT SERVICES, LLC (Tucson AZ)
AZ
03/04/2013 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (GREEN VALLEY AZ)
BOTH
Issued 02/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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