Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlyn? Claim Your ProfileKarlyn Wright is a financial advisor with UBS Financial Services Inc. Karlyn is a registered representative of the firm. Karlyn has worked in the financial industry since 2011. Karlyn has a Series 66, Series 7 and SIE license. Karlyn has been registered with UBS Financial Services Inc. since 2020. Before UBS Financial Services Inc., Karlyn worked for Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Karlyn is based in the Washington, DC office of UBS Financial Services Inc..
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.
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.
See schedule d - miscellaneous
1
2
DC
01/05/2023 - Present
UBS Financial Services Inc. (WASHINGTON DC)
PA
03/29/2018 - 11/17/2020
GOLDMAN SACHS & CO. LLC (PHILADELPHIA PA)
PA
07/08/2011 - 03/30/2018
MERCER ALLIED COMPANY, L.P. (PHILADELPHIA PA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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