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Karyn Erne Beltran-Medina

Investment Adviser Representative at U.S. BANCORP ADVISORS, LLC

Ridgecrest, CACRD #2896154Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Karyn Erne Beltran-medina has worked in the securities industry since 1998. They have passed the Series 65, 63, 31, 24, and 7 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/4/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 7/24/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 7/28/1997
Series 7
General Securities Representative Examination
Passed 7/9/1997
Series 24
General Securities Principal Examination
Passed 10/12/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

U.S. Bancorp Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

U.S. BANCORP ADVISORS, LLCCurrent
2/13/2026Ridgecrest, CA
U.S. BANCORP INVESTMENTS, INC.
9/1/20232/13/2026Bakersfield, CA
LPL FINANCIAL LLC
7/19/20239/8/2023Tehachapi, CA
BANCWEST INVESTMENT SERVICES, INC. (BWIS)
5/10/20177/19/2023Bakersfield, CA
LPL FINANCIAL LLC
8/12/20165/2/2017Bakersfield, CA
UNIONBANC INVESTMENT SERVICES, LLC
4/12/20042/2/2016Los Angeles, CA
CITICORP INVESTMENT SERVICES
12/12/20033/30/2004Long Island City, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Karyn Erne Beltran-Medina has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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