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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Ransdell is a financial advisor with over 25 years of experience in the industry. Karla is currently registered with Morgan Stanley in Boca Raton, Florida. Karla has held previous roles at Managed Account Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Piper Jaffray Inc. Karla has a broad range of experience advising individuals, businesses, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Karla has passed several industry exams, including the Series 7, Series 10, Series 9, Series 63, and Series 65. Karla is a member of the Financial Industry Regulatory Authority (FINRA) and is registered with the state of Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
08/30/2018 - Present
Morgan Stanley (Boca Raton FL)
FL
06/02/2016 - 11/08/2017
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
10/20/1995 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
MN
01/20/1994 - 10/30/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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