Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Middleton is an investment advisor representative with Kovack Advisors, Inc. Karla has been working in the financial services industry since 1992. Karla has a variety of experience with different firms and holds a Series 63, 65, and 66 securities licenses. Karla specializes in providing financial planning, portfolio management, and selection of other advisors to individuals and businesses. Karla also works with high-net-worth individuals.
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.
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
FL
08/15/2011 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
MI
07/26/2011 - 12/10/2018
KOVACK SECURITIES INC. (Buchanan MI)
MI
04/18/2007 - 07/26/2011
ING FINANCIAL PARTNERS, INC. (NILES MI)
MN
09/14/1992 - 12/04/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/1992 - 12/04/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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