Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karey? Claim Your ProfileKarey Ann Kincaid is a financial professional with over 12 years of experience in the industry. Karey Ann Kincaid is currently registered with LPL Financial LLC in STERLING HTS, MI. Previously, Karey Ann Kincaid has been associated with OSAIC INSTITUTIONS, INC., ESSEX NATIONAL SECURITIES, LLC, and THE HUNTINGTON INVESTMENT COMPANY. Karey Ann Kincaid holds the Series 6, Series 63, and SIE licenses. Karey Ann Kincaid specializes in a variety of services including Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses and more.
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.
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2
MI
02/01/2024 - Present
LPL Financial LLC (STERLING HTS MI)
MI
07/01/2016 - 02/01/2024
OSAIC INSTITUTIONS, INC. (STERLING HEIGHTS MI)
MI
04/11/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (STERLING HEIGHTS MI)
MI
03/29/2011 - 01/08/2014
THE HUNTINGTON INVESTMENT COMPANY (STERLING HTS. MI)
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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