Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Kulaitis is a financial advisor with over four years of experience in the industry. Karl is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 3/16/2018. Previously, Karl was registered with SCOTTTRADE, INC. Karl is also licensed to provide financial advice in Missouri. Karl is an active participant in the financial services industry and holds the Series 63, Series 7, and SIE exams. Karl specializes in providing financial advice to a variety of client types including individuals, corporations, charitable organizations, pension plans, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
03/16/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/12/2014 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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