Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Starla? Claim Your ProfileStarla Susan Buchanon is a financial advisor in Lakeland, FL, with 35 years of experience in the industry. She is currently registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 3, and Series 63 license. Starla also holds a Series 65 license and is registered as an investment advisor in Florida and Texas. Previously, Starla was a financial advisor with Wells Fargo Advisors Financial Network, LLC, Citigroup Global Markets Inc., and Lehman Brothers Inc. Starla's areas of expertise include retirement planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (LAKELAND FL)
FL
09/15/2006 - 06/24/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAKELAND FL)
FL
07/24/1990 - 09/25/2006
CITIGROUP GLOBAL MARKETS INC. (LAKELAND FL)
NY
03/23/1988 - 08/08/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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