Unclaimed
Jeffrey Andrew Karns is a wealth advisor at H Financial Management, with over 17 years of experience in the financial industry. Jeffrey has been registered with the state of Pennsylvania since 2012. Jeffrey has also worked as a wealth advisor for TRIAD ADVISORS LLC and MERCER ALLIED COMPANY, L.P. Jeffrey has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Jeffrey holds a Series 7, Series 66, and SIE 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
05/22/2012 - Present
H Financial Management (CANONSBURG PA)
PA
05/11/2012 - 08/23/2024
TRIAD ADVISORS LLC (CANONSBURG PA)
PA
10/20/2006 - 04/25/2012
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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