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Karla Kaye McLean
KARLA KAYE MCLEAN MRS., KARLA KAYE MCLEAN, KARLA KAYE SCHMITT MRS, KARLA KAYE WILLIS MISS
CRD#: 5357892
IA
B
EDWARD JONESCRD#: 250 2525 NILES AVE SUITE 120
ST JOSEPH, MI 49085
ST JOSEPH, MI 49085
0
Disclosures
17
Years of Experience
View By:
State Registrations
B
Arizona 12/20/2010
B
Minnesota 10/27/2022
B
Colorado 2/18/2009
B
Missouri 12/8/2008
B
Florida 2/18/2009
B
New York 6/7/2019
B
Georgia 9/14/2022
B
Ohio 5/15/2018
B
Illinois 2/9/2009
B
South Carolina 3/9/2015
B
Indiana 2/9/2009
B
South Dakota 4/4/2022
B
Kentucky 12/4/2017
B
Texas 9/18/2017
B
Louisiana 5/10/2024
IA
Texas 12/11/2018
B
Massachusetts 11/8/2022
B
Utah 10/24/2012
B
Michigan 12/8/2008
B
Wisconsin 5/31/2023
IA
Michigan 7/8/2010
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 12/8/2008
B
Registered with this firm since 12/8/2008
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/12/2008 - 12/02/2008 | ST. JOSEPH, MI | |
B | 01/01/2008 - 12/02/2008 | ST. JOSEPH, MI | |
B | 07/23/2007 - 01/03/2008 | ST. JOSEPH, MI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.