Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karina? Claim Your ProfileKarina Vallejo is a financial professional with over 6 years of experience in the financial services industry. Karina is registered with Cambridge Investment Research, Inc. and holds licenses for Series 3, 7, 24, 63 and 99 exams. Karina specializes in providing investment advice to individuals and families. She is committed to helping her clients achieve their financial goals. Karina has previously worked at ViewTrade Securities, Inc., Raymond James & Associates, Inc., Ally Invest Securities LLC, TradeStation Securities, Inc. and First American Capital and Trading Corporation.
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
FL
08/18/2022 - Present
Cambridge Investment Research, Inc. (Daytona Beach FL)
FL
10/13/2020 - 07/18/2022
VIEWTRADE SECURITIES, INC. (BOCA RATON FL)
FL
10/17/2018 - 03/04/2019
RAYMOND JAMES & ASSOCIATES, INC. (MELBOURNE FL)
FL
01/11/2018 - 07/30/2018
ALLY INVEST SECURITIES LLC (FORT LAUDERDALE FL)
FL
07/16/2014 - 10/05/2017
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
08/22/2013 - 11/22/2013
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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