Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyn? Claim Your ProfileKaryn Beltran-medina is a financial advisor at U.S. Bancorp Investments, Inc. Karyn has been in the industry since 1997. Karyn is licensed in California, Montana, Tennessee, and Texas. Karyn provides investment advice for high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Karyn's clients' assets under management range from $1 billion to $10 billion.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
07/11/2024 - Present
U.s. Bancorp Investments, Inc. (Bakersfield CA)
CA
07/19/2023 - 09/08/2023
LPL FINANCIAL LLC (TEHACHAPI CA)
CA
05/09/2017 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BAKERSFIELD CA)
CA
08/12/2016 - 05/02/2017
LPL FINANCIAL LLC (BAKERSFIELD CA)
CA
04/12/2004 - 02/02/2016
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
NY
02/05/2003 - 03/30/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/11/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
07/11/1997 - 12/08/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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