Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyn? Claim Your ProfileKaryn Michele Bostick is a financial advisor with LPL Financial LLC, located in SAN DIEGO, CA. Karyn has been in the financial services industry since 2001 and has a strong track record of success. Karyn is registered in California, Colorado, and North Carolina. Karyn has experience providing a variety of services to her clients, including financial planning, portfolio management, and 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.
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.
Consulting and other non-discretionary advisory services
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
CA
04/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
03/26/2018 - 08/16/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
TX
02/25/2014 - 03/12/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
ME
08/14/2009 - 12/31/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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