Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlyn? Claim Your ProfileKarlyn Grasso is a registered representative with Equity Services, Inc. based in Hauppauge, NY. Karlyn has been in the securities industry since 2013 and has experience with a variety of financial services, including financial planning and investment management. Karlyn holds a Series 66, Series 7, and SIE license, and is registered in several states.
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.
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.
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.
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NY
06/22/2021 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
02/04/2013 - 05/03/2016
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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