Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Bartlett St. luke is a financial advisor with Janney Montgomery Scott LLC in Atlanta, GA. Karla has been in the financial industry for over 27 years. Karla has a variety of licenses and certifications, including Series 7, 3, and 66. Karla specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Karla has worked for several firms in her career, including Dean Witter Reynolds Inc., and FIG PARTNERS, LLC. Karla is a registered investment advisor in Georgia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
11/12/2020 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
12/13/2018 - 11/18/2019
FIG PARTNERS, LLC (ATLANTA GA)
NY
01/28/1993 - 05/04/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/17/1992 - 06/22/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karla St. luke is the right advisor for you? Invested Better is here to help.
