Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karilyn? Claim Your ProfileKarilyn Port Meeker is a financial advisor, registered with the state of Virginia, and has over 2 years of experience in the financial services industry. She is currently affiliated with MML Investors Services, LLC, where she specializes in providing financial planning, pension consulting, and educational seminars. Karilyn has previously worked with CETERA ADVISOR NETWORKS LLC and SECURIAN FINANCIAL SERVICES, INC. She is licensed to provide investment advice and has earned the Series 66, Series 7TO, and SIE licenses. Karilyn has a strong track record of providing personalized financial guidance to her clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
11/14/2023 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
08/10/2023 - 11/01/2023
CETERA ADVISOR NETWORKS LLC (MIDLOTHIAN VA)
VA
10/22/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 03/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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