Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Ross is a financial advisor with over 20 years of experience in the financial services industry. Karla has been a Registered Representative since 1998 and has held licenses in multiple states. Currently, Karla is registered with LPL Financial LLC. Before joining LPL, Karla was a financial advisor at Securities America, Inc. and Brecek & Young Advisors, Inc. Karla holds the Series 66, Series 7, and SIE licenses and is also a Certified Financial Planner™. Karla specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses.
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.
1
2
CO
04/16/2020 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
01/23/2009 - 04/16/2020
SECURITIES AMERICA, INC. (COLORADO SPRINGS CO)
CO
06/22/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (COLORADO SPRINGS CO)
MO
12/07/1999 - 06/28/2005
EDWARD JONES (ST. LOUIS MO)
NY
10/14/1998 - 12/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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