Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Lee Ukman is a financial advisor with over nine years of experience in the industry. Karla is currently registered with LPL Financial LLC in Fenton, Missouri and is also registered in Texas and several other states. Karla has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Karla specializes in providing comprehensive financial planning services, including retirement planning, investment management, and insurance planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
MO
11/21/2022 - Present
LPL Financial LLC (FENTON MO)
MO
02/09/2015 - 12/06/2022
PRUCO SECURITIES, LLC. (St. Louis MO)
MO
03/26/2014 - 01/30/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (MANCHESTER MO)
IA
Issued 12/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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