Invested Better
Unclaimed

Unclaimed

Unclaimed

Kara Lanette Meza

Sunset Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kara? Claim Your Profile

About Kara Lanette Meza

Kara Meza is a financial professional with over 15 years of experience in the industry. Kara is currently registered with Sunset Financial Services, Inc. Kara has held previous positions with Securities America, Inc. and Sunset Financial Services, Inc. Kara is a Series 7, Series 6, Series 24, Series 99TO, and SIE licensed professional.

Firm Information

Kara Meza is currently registered with Sunset Financial Services, Inc.. Sunset Financial Services, Inc. is a corporation formed on April 23, 1964, and is registered to provide investment advisory services in all 50 states and the District of Columbia. The firm has been involved in 9 regulatory events and 2 arbitration cases.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kara Meza’s Registration & Firm History

MO

07/02/2010 - Present

Sunset Financial Services, Inc. (KANSAS CITY MO)

MO

03/25/2015 - 10/05/2015

SECURITIES AMERICA, INC. (Kansas City MO)

MO

11/30/2005 - 07/14/2008

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

Not sure if Kara Lanette Meza is right for you?

Licenses & Designations

BC

Issued 12/22/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/29/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kara Lanette Meza.
Not sure if Kara Lanette Meza is right for you?