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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carryn? Claim Your ProfileCarryn McLaughlin is a financial advisor with over 16 years of experience in the financial services industry. Carryn is currently registered with Morgan Stanley in New York, Florida and Texas. She is also registered as an Investment Advisor Representative in New York and Texas. Carryn has held previous roles at UBS Financial Services, J.P. Morgan Securities and MML Investors Services. Carryn's areas of expertise include financial planning, portfolio management for businesses and individuals, and investment company portfolio management. Carryn holds a Series 7, Series 63 and Series 65 license, and is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/17/2021 - Present
Morgan Stanley (Palm Beach FL)
NY
09/15/2014 - 05/18/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/01/2008 - 09/09/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/04/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/14/2007 - 12/17/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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