Carla Merlak

Investment Advisor Representative @Brookstone Capital Management

Elmhurst, IL, US
EMAILS
c••••@merlaktax.biz
MOBILE NUMBERS
+18•••••••60

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WORK HISTORY

Jun 2016 — Present

Investment Advisor Representative @Brookstone Capital Management

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Wheaton, IL, US

EDUCATION

1971 — 1975

Barrington High School

Graduate

1976 — 1978

Harper College

Accounting & Finance

SKILLS

Life InsuranceFinanceRetirementStrategic Financial PlanningRetirement PlanningFinancial PlanningMortgage LendingInvestmentsIncome ProtectionIndividual ReturnsAsset ProtectionTax ReturnsCustomer ServiceWealth ManagementTax PreparationFinancial ServicesInsuranceFixed AnnuitiesSalesTaxTax Reduction Strategies

ABOUT CARLA MERLAK

You hold the power to control your financial future. Let’s get there…

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Carla Merlak — Email, Phone Number & Contact Info | Unifers