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Karla Maria Mejia

Boreal Capital Securities LLC

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About Karla Maria Mejia

Karla Maria Mejia is a registered representative with Boreal Capital Securities LLC. Karla has a background in financial services, with previous experience at Ameriprise Financial Services, LLC. Karla is licensed to sell securities in Florida.

Firm Information

Karla Mejia is currently registered with Boreal Capital Securities LLC. Boreal Capital Securities LLC is a Limited Liability Company that was formed in June 2011. The firm is registered with the SEC and has offices in Arizona, California, Colorado, Delaware, Florida, Illinois, Kansas, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Wisconsin.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karla Mejia’s Registration & Firm History

FL

04/08/2024 - Present

Boreal Capital Securities LLC (MIAMI FL)

FL

10/11/2023 - 02/01/2024

AMERIPRISE FINANCIAL SERVICES, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 04/15/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karla Maria Mejia.
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