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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karrie? Claim Your ProfileKarrie Lynn Verduin is a financial advisor with Raymond James & Associates, Inc.. Karrie Verduin is a registered representative with the firm. She has been in the industry since 2014. Her office is located in Orlando, FL. Karrie Lynn Verduin has passed the following exams: Series 66, Series 9, Series 10, SIE, and Series 7. She is licensed in 53 states and the District of Columbia. Karrie Lynn Verduin has experience providing a range of financial planning and portfolio management services to a diverse clientele, including individuals, businesses, corporations, and institutional investors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/10/2016 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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