Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyn? Claim Your ProfileKaryn Mitrano is a financial advisor with over 20 years of experience in the industry. She is currently registered with Morgan Stanley. Karyn has a strong background in financial planning and portfolio management. She is dedicated to helping her clients achieve their financial goals. Karyn has a strong track record of success in the industry. She has held various positions with several firms, including Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Karyn is committed to providing her clients with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
07/06/2022 - Present
Morgan Stanley (Orland Park IL)
NY
05/31/2011 - 06/12/2017
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
FL
01/09/2007 - 06/13/2011
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
07/01/2003 - 01/03/2007
WACHOVIA SECURITIES, LLC (CLEARWATER FL)
NY
03/21/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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