Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Francis Molwitz is a financial advisor with over 20 years of experience in the industry. Karl is currently registered with LPL Financial LLC, and has been a Registered Representative with them since April 2022. Karl has held previous positions with Woodbury Financial Services, Inc., H. Beck, Inc., and Girard Securities, Inc. Karl is a Certified Financial Planner. Karl is a Series 66 and Series 63 licensed representative, and is also a Series 24, SIE and Series 7 licensed representative. Karl is registered in 28 states, and is an active advisor in the states of Connecticut and Texas. Karl is a financial advisor who specializes in providing financial planning services to individuals and families. Karl offers a wide range of services, including retirement planning, investment management, and college savings. Karl is also experienced in providing tax planning and insurance advice.
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
CT
04/01/2022 - Present
LPL Financial LLC (NEW CANAAN CT)
CT
04/16/2019 - 04/06/2022
WOODBURY FINANCIAL SERVICES, INC. (NEW CANAAN CT)
CT
01/03/2007 - 04/16/2019
H. BECK, INC. (NEW CANAAN CT)
CT
04/15/2004 - 12/31/2006
GIRARD SECURITIES, INC. (NEW CANNAN CT)
MA
06/26/2000 - 04/16/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BOTH
Issued 05/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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