Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karin? Claim Your ProfileKarin Wold is a financial professional with over 30 years of experience in the industry. Karin is currently registered with Fidelity Brokerage Services LLC in Salt Lake City, UT and is licensed in 53 states. Karin has prior experience with INDEPENDENT FINANCIAL GROUP, LLC, SII INVESTMENTS, INC., MADISON AVENUE SECURITIES, INC., CUSO FINANCIAL SERVICES, L.P. and LINSCO/PRIVATE LEDGER CORP.
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.
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.
1
2
UT
01/01/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
CA
10/15/2009 - 04/09/2020
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
06/18/2009 - 08/04/2009
SII INVESTMENTS, INC. (SAN DIEGO CA)
CA
12/17/2007 - 05/22/2008
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
CA
05/29/2007 - 12/05/2007
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
11/19/1985 - 03/12/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BC
Issued 02/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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