Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Gray Parker is a financial professional with over 25 years of experience in the industry. Karla is currently a Senior Partner at Osaic Wealth, Inc. and is registered to provide investment advice in Alabama and Tennessee. Karla has a wide range of experience in the financial services industry, including insurance, investment advisory, and financial planning. Karla is committed to providing her clients with personalized financial advice and guidance to help them reach 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.
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
AL
03/11/2024 - Present
Osaic Wealth, Inc. (FLORENCE AL)
AL
06/17/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FLORENCE AL)
AL
05/21/2018 - 06/23/2021
SECURIAN FINANCIAL SERVICES, INC. (Florence AL)
AL
03/25/2017 - 05/17/2018
MML INVESTORS SERVICES, LLC (FLORENCE AL)
AL
09/03/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FLORENCE AL)
AL
09/03/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLORENCE AL)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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