Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlie? Claim Your ProfileKarlie Skidmore is an investment advisor representative with Morgan Stanley, based in Atlanta, GA. Karlie has been active in the financial services industry since August 2008. Karlie holds Series 3, 7, 9, 10, 65, and 66 securities licenses and is registered to provide investment advice in 50 states. Previously, Karlie worked at SAMMONS SECURITIES COMPANY, LLC, Cambridge Investment Research, Inc., and Waddell & Reed, Inc. Karlie has experience in providing a range of financial services including portfolio management for individuals, businesses, and investment companies, financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
WA
04/14/2010 - 10/26/2012
SAMMONS SECURITIES COMPANY, LLC (SPOKANE WA)
GA
07/01/2009 - 03/04/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
05/28/2008 - 05/22/2009
WADDELL & REED, INC. (ATLANTA GA)
IA
Issued 05/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karlie Skidmore is the right advisor for you? Invested Better is here to help.
