Caratel Financial Services, Inc.
Caratel Financial Services, Inc. (CRD# 120413) is a financial advisory firm headquartered in Plantation, FL. They manage $34,663,754 in 43 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$806,134
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, FL, TX
Barry Katz (CRD# 2530042) is an Investment Advisor Representative working at Caratel Financial Services, Inc. in Plantation, FL and has 27 year of experience in the finance industry. Barry Katz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.