ADVISOR BIO

Carl Dekle is a financial advisor with Global Retirement Partners LLC and has been in the industry since February 10, 2010. Carl has a Series 66 license, as well as Series 7 and SIE exams. Carl is registered to provide investment advisory services in Alabama and Louisiana. Global Retirement Partners LLC is a registered investment advisor that provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Carl John Friedemann has been in the financial services industry since August 20, 1991. Carl is currently registered with Ameriprise Financial Services, LLC in Poway, California. Carl has also been registered with IDS LIFE INSURANCE COMPANY. Carl has been in the industry for over 30 years, providing financial advice and services to individuals and businesses.

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ADVISOR BIO

Carl Henry Phanord is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2023. Carl is registered in California and holds the Series 63, Series 6TO, and SIE licenses. Carl specializes in a wide range of financial services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Carl is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Carl Raggio is a financial advisor with Edward Jones in KING CITY, CA. Carl has been in the industry since 2012 and has experience working with individuals, corporations, partnerships, investment clubs, limited liability companies, and charitable organizations. Carl has a background in consulting and has worked in the apparel industry. Carl is also a registered representative with Series 7, Series 63 and Series 66 licenses. Carl is committed to helping clients reach their financial goals.

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ADVISOR BIO

Carl Jason Pestelos is a financial advisor registered with J.p. Morgan Securities LLC. Carl is currently registered in California and Texas. He is also a registered investment advisor in California and Texas. Carl has been in the industry since April 12, 2006 and has experience with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Carl offers investment advice for individuals, businesses and pension plans.

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ADVISOR BIO

Carl Kwan-hsi Chiou is a registered representative with William Blair. Carl Kwan-hsi Chiou has been in the securities industry since 2005. Carl Kwan-hsi Chiou specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Carl Kwan-hsi Chiou also offers equity research services and financial planning.

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ADVISOR BIO

Carla Hooker is a financial advisor with Cuso Financial Services, LP. Carla has over 18 years of experience in the financial services industry. Carla is registered with the state of North Carolina as an investment advisor representative and has a Series 63, 66 and 7 license. Carla is also a Certified Financial Planner. Carla is passionate about helping her clients achieve their financial goals.

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ADVISOR BIO

Carla V Reynolds is a financial advisor with over 16 years of experience in the industry. Carla is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since October 2009. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Carla was employed with BANC OF AMERICA INVESTMENT SERVICES, INC. Carla holds several industry licenses and certifications, including Series 3, 4, 7, 9, 10, 24, 52, 53, and 66. Carla is committed to providing clients with comprehensive financial planning and investment advice.

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ADVISOR BIO

Carla Stephanie Ulloa is a registered representative with J.p. Morgan Securities LLC in San Francisco, California. Carla specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors. Carla has been in the industry since 2024, and holds a Series 63, Series 6TO, and SIE licenses. Carla has a strong understanding of investment strategies and financial products, and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Carla Taylor Adams is an Investment Advisor Representative with Nectarine. Carla has been in the industry since May 2013 and has worked at various firms, including Diversified Portfolios, Inc, Ametrine Wealth Management LLC, and Nectarine. Carla is registered in Michigan and Texas. Carla holds a Series 65 license and is a Certified Financial Planner. Carla specializes in providing financial planning and selection of other advisors.

SPECIALIZATIONS