Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Lintvedt is a financial professional with experience in the financial services industry. Carly has been registered with J.p. Morgan Securities LLC since 2018, and prior to that, Carly was registered with UBS Financial Services Inc. from 2012 to 2013. Carly is a Series 99 and Series SIE licensed professional. Carly's specializations include 1, 2, 4, 5, and 6.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/07/2018 - Present
J.p. Morgan Securities LLC (Plano TX)
NJ
04/04/2012 - 08/15/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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