Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caryn? Claim Your ProfileCaryn Corley-McCaskill is an investment advisor representative at Cetera Investment Advisers LLC. Caryn has been working in the financial services industry since 2019. Caryn holds Series 7, 66, and SIE licenses and is registered in Texas and New Mexico. Caryn has previous experience with J.P. Morgan Securities LLC, KESTRA INVESTMENT SERVICES, LLC, and CUSO FINANCIAL SERVICES, L.P.. Caryn is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/20/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
07/05/2022 - 09/16/2023
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
11/13/2020 - 05/13/2022
KESTRA INVESTMENT SERVICES, LLC (Cedar Park TX)
TX
07/12/2019 - 11/13/2020
CUSO FINANCIAL SERVICES, L.P. (Austin TX)
BOTH
Issued 8/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 5/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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