Unclaimed
Kaylyn Krahn is a financial advisor with LPL Financial LLC. Kaylyn has been in the industry since February 22, 1988. Kaylyn is registered with the state of Florida and Texas. Kaylyn is a Registered Representative of and offers securities and investment advisory services through LPL Financial LLC, a member FINRA/SIPC. Kaylyn is also a Registered Investment Advisor with LPL Financial LLC.
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.
1
2
FL
06/12/2015 - Present
LPL Financial LLC (CLEARWATER FL)
WI
10/19/2000 - 06/08/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
08/14/2000 - 10/02/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/23/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
CA
07/16/1999 - 07/30/1999
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
09/04/1997 - 04/19/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
08/28/1990 - 04/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
02/06/1996 - 09/04/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NY
10/19/1995 - 01/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/31/1994 - 09/25/1995
ROUND HILL SECURITIES, INC. (ALAMO CA)
NJ
09/23/1991 - 11/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/18/1988 - 05/13/1989
SHEARSON LEHMAN HUTTON INC.
NA
05/01/1985 - 10/20/1986
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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