STRATOS
Carly Gold, CFP®, has extensive experience in client services within the financial sector, currently serving as a Client Services Associate at LPL Financial since January 2020, where securities and advisory services are provided. Concurrently, Carly Gold has held the position of Branch Operations Assistant at Stratos Wealth Partners since January 2020. Prior to these roles, Carly Gold gained experience as a Finance Intern at Anaheim ICE from January 2018 to July 2021 and worked as an Associate Skating Professional. Carly Gold holds a Bachelor of Arts in Financial Planning and Services from California State University, Fullerton (2018-2020) and an Associate of Arts in Business, Management, Marketing, and Related Support Services from Marymount California University (2016-2018).
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STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com