Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlyn? Claim Your ProfileKarlyn Renee Etheridge is a financial advisor with over 15 years of experience in the industry. Karlyn has been with United Planners' Financial Services of America a Limited Partner since September 2020, and has previously worked with firms such as LPL Financial LLC, Triad Advisors LLC, and Raymond James Financial Services, Inc.. Karlyn is a licensed insurance agent in the state of Wisconsin, and holds a Certified Specialist in Estate Planning (CSEP) designation. Karlyn holds a Series 66, Series 24, Series 52, and Series 7 license and is registered in 12 states to provide financial and investment advisory services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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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2
WI
09/01/2020 - Present
United Planners' Financial Services OF America A Limited Partner (EAU CLAIRE WI)
WI
06/18/2020 - 08/05/2020
LPL FINANCIAL LLC (ALTOONA WI)
WI
10/15/2012 - 06/19/2020
TRIAD ADVISORS LLC (Altoona WI)
WI
07/16/2008 - 10/16/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
01/01/2007 - 07/16/2008
SII INVESTMENTS, INC. (EAU CLAIRE WI)
BOTH
Issued 09/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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