Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlynn? Claim Your ProfileKarlynn Quist is a financial advisor at Wells Fargo Clearing Services, LLC. Karlynn has been in the financial industry since 2009. Karlynn has Series 7, Series 66, and SIE licenses, and has been registered with FINRA as a registered representative since 2013. Karlynn is also registered as an investment advisor representative in several states. Karlynn is a member of the Cheyenne Regional Medical Center board as their treasurer. Karlynn is also a passive investor in a rural newspaper in Leelanau County, Michigan, and has a silent investment in a publishing company in Gladwin County, Michigan. Karlynn's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
WY
07/03/2017 - Present
Wells Fargo Clearing Services, LLC (CHEYENNE WY)
WY
10/23/2009 - 12/17/2013
D.A. DAVIDSON & CO. (SHERIDAN WY)
BOTH
Issued 08/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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