Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalin? Claim Your ProfileKalin Virginia Rooney is a financial advisor with over 5 years of experience in the financial services industry. Kalin is currently registered with LPL Financial LLC and holds a Series 6, 7, 63 and 66 license. Kalin has previously worked with Foresters Financial Services, Inc. and has a strong track record of providing financial advice to individuals and families. Kalin specializes in a variety of areas including financial planning, portfolio management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
08/22/2022 - Present
LPL Financial LLC (TIGARD OR)
OR
09/21/2017 - 03/29/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 08/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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