Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Ann Stroh is a financial advisor who has been working in the financial industry since 1990. She is currently registered with Osaic Wealth, Inc. and has previously held positions at several other firms, including Triad Advisors LLC, Securities America, Inc., and Woodbury Financial Services, Inc. Karla Stroh holds several licenses and registrations, including Series 7, Series 63, Series 66, and Series 24. She is a licensed and registered financial advisor in both Arizona and California. In addition to her work as a financial advisor, Karla Stroh is also an independent Stampin' Up demonstrator.
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.
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.
1
2
AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/03/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/04/2010 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
03/24/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
07/09/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
12/05/2001 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
11/29/2001 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
11/19/1990 - 06/30/1992
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 11/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karla Stroh is the right advisor for you? Invested Better is here to help.
