Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Teresa Chulack is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Lara is a registered representative with a Series 7, 6, and 66 license and holds a valid Series 63 license. Lara has been in the financial industry since 1998 and has previously worked with A. G. EDWARDS & SONS, INC. and UBS FINANCIAL SERVICES INC. Lara holds an inactive real estate license in the state of New Hampshire.
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.
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.
Investment consulting services to institutional clients
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
NH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (MANCHESTER NH)
NH
01/12/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHUA NH)
NH
01/13/2000 - 01/30/2007
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NA
05/20/1992 - 04/07/1994
PFS INVESTMENTS INC.
BOTH
Issued 01/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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