Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Pontelandolfo is a financial advisor at LPL Financial LLC, a registered investment advisor. Carmen is a licensed securities professional with experience in the industry since 1989. Carmen has been registered as a securities representative in 27 states. Carmen is a licensed professional with experience in the financial services industry, and is currently affiliated with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
10/19/2023 - Present
LPL Financial LLC (MARLTON NJ)
NJ
09/12/2013 - 10/25/2023
MORGAN STANLEY (Marlton NJ)
NJ
01/13/2006 - 09/16/2013
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
NJ
06/01/1990 - 01/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARLTON NJ)
MN
12/01/1989 - 05/04/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/01/1989 - 05/04/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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