Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Erin Reps is a financial professional with over 14 years of experience in the financial services industry. Currently, Karla is an active registered representative with Principal Securities, Inc. Prior to joining Principal Securities, Inc. Karla was employed by WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS, LLC in St. Louis, MO and Roseville, MN. Karla holds Series 6, Series 63, and SIE licenses. She specializes in a variety of financial products and services. Karla is a dedicated and experienced financial professional, committed to helping clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
04/19/2021 - Present
Principal Securities, Inc. (Charlotte NC)
MO
05/11/2017 - 04/08/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MN
01/03/2011 - 07/06/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE MN)
MN
08/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE MN)
BC
Issued 07/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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