Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyn? Claim Your ProfileKaryn Wikoff is a financial advisor based in Ontario, California. Karyn is currently registered with Trinity Capital Management, LLC. Karyn has been in the industry since 2006 and has experience with a variety of investment strategies. Karyn is also an active member of the community, serving on the executive board of the California Environmental Education Fund - CREEC Fund. Karyn holds the Series 7 and Series 66 licenses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Trinity Capital Management, LLC (ONTARIO CA)
CA
08/13/2008 - 11/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (ONTARIO CA)
CA
01/10/2008 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (ONTARIO CA)
CA
05/24/2006 - 12/12/2007
NFP SECURITIES, INC. (ONTARIO CA)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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