Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karch? Claim Your ProfileKarch Carlton Schwartz is a financial advisor with Concurrent Investment Advisors, LLC. Karch has been in the financial industry since October 2020. Karch holds the Series 7, Series 63, and Series 66 licenses and has been registered with FINRA since 2020. Prior to joining Concurrent Investment Advisors, LLC, Karch worked at Raymond James Financial Services, Inc. and Fidelity Brokerage Services LLC. Karch has a Bachelor of Arts degree in Economics from the University of Colorado Boulder. Concurrent Investment Advisors, LLC provides financial planning, investment management, and other advisory services to individuals, businesses, and institutions. The firm has a history of providing personalized and comprehensive financial advice to clients. Karch specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations.
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.
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
FL
05/19/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CO
03/18/2021 - 05/30/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
10/01/2020 - 03/10/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 03/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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