Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Linn Elliott is a financial advisor with Private Client Services, LLC. Karla has over 20 years of experience in the financial industry. She has earned her Series 7, 63, 66, 24 and 4 securities licenses. Karla also holds a Series 99TO license. Karla is committed to helping her clients achieve their financial goals. She provides a variety of financial services, including financial planning, portfolio management, and investment advice. Karla specializes in working with high-net-worth individuals, corporations, and pension plans. She is also active in the community and is a member of the Omaha Chamber of Commerce.
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
NE
11/01/2023 - Present
Private Client Services, LLC (Papillion NE)
NE
05/23/2022 - 08/08/2023
SECURITIES AMERICA, INC. (PAPILLION NE)
NE
01/12/2016 - 04/25/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 05/04/2015
TD AMERITRADE, INC. (OMAHA NE)
NE
03/21/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 03/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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