Kari Mikko Laitinen
Professional Summary
Kari Mikko Laitinen is a registered financial advisor currently at CEIBA FINANCIAL, LLC located in Orange, California. Kari is registered as a RR (Registered Representative) and started their career in finance in 1999. Kari has worked at 10 firms and has passed the Series 63, Series 65, Series 82TO, Series 79TO, SIE, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
CEIBA FINANCIAL, LLC
Contact Information
Main Address
1831 Lexington Dr., Fullerton, CA 92835Mailing Address
1831 Lexington Dr., Fullerton, CA 92835Phone Number
(202) 297-3737Established
California since 10/03/2018Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/27/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jul 2023About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Mar 2019About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kari Mikko Laitinen's CRS (Customer Relationship Summary).
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