Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Macklin is an experienced financial professional with over 30 years of experience in the industry. Karl is currently registered with J.P. Morgan Securities LLC in Delaware and provides financial advisory services to a wide range of clients, including individuals, families, and businesses. Karl has held previous roles at various firms, including WesBanco Securities, Inc., TIAA-CREF Individual & Institutional Services, LLC, and TD Private Client Wealth LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
10/10/2023 - Present
J.p. Morgan Securities LLC (Rehoboth Beach DE)
MD
01/05/2021 - 02/28/2023
WESBANCO SECURITIES, INC. (Rockville MD)
MD
11/12/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BETHESDA MD)
VA
02/28/2013 - 06/15/2018
TD PRIVATE CLIENT WEALTH LLC (VIENNA VA)
MD
10/01/2007 - 11/05/2010
M&T SECURITIES, INC. (BALTIMORE MD)
MD
03/21/2005 - 06/15/2007
FIRST TENNESSEE BROKERAGE, INC. (TIMONIUM MD)
NC
04/19/2001 - 10/29/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
01/21/2000 - 01/18/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
10/25/1999 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
VA
04/18/1997 - 10/13/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
PA
05/28/1993 - 11/27/1996
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
MD
05/14/1990 - 05/06/1993
CHEVY CHASE SECURITIES, INC. (BETHESDA MD)
CT
03/29/1989 - 05/24/1990
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
MD
09/23/1987 - 04/03/1989
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
06/26/1987 - 09/16/1987
EQUITABLE SECURITIES OF NEW YORK,INC.
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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