Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Ann Davis is a financial advisor with Kestra Advisory Services, LLC in Austin, Texas. Kara is a registered representative with Series 7TO, Series 63, Series 66 and Series 24 licenses. Kara has been in the financial industry since 2021 and has experience working with clients such as high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and insurance companies. Kara offers a range of services to her clients, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kara has a history of working at Charles Schwab & Co., Inc.
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.
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.
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.
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2
TX
07/03/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
11/18/2021 - 07/12/2023
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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