Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Valas is a registered representative with Fidelity Personal And Workplace Advisors, offering investment advisory services. Karla has been in the industry since 2002 and holds the Series 6, 7, and 63 licenses. Karla is a seasoned professional and has a broad base of experience in providing investment advice. Karla offers a range of services, including portfolio management, financial planning, educational seminars, and selection of other advisors. Karla focuses on providing investment advice to individual investors, high-net-worth individuals, 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.
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.
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2
NC
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
RI
07/08/2002 - 03/01/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
06/02/1998 - 07/08/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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