Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Kay Lasky is an Investment Advisor Representative with PFS Investments Inc. Karla has been in the industry since July 2017. Karla currently holds Series 63 and 65 licenses as well as the Series 6TO and SIE licenses. Karla works with individuals, high-net-worth individuals, corporations or other businesses and charitable organizations. Karla is based out of La Crosse, Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
05/24/2022 - Present
PFS Investments Inc. (La Crosse WI)
IA
Issued 05/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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