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 Koch is a registered representative with Principal Securities, Inc. Kara is a financial advisor with over 20 years of experience in the financial services industry. Kara has held positions with Principal Life Insurance Company and Princor Financial Services Corporation. Kara is a registered representative in Florida, Georgia, Illinois, New Jersey and Pennsylvania. Kara is also a registered Investment Advisor in Florida. Kara offers financial planning and investment management services to individuals, corporations, and trusts. Kara is a Series 65 and Series 63 licensed holder. Kara has a Series 7 and Series 24 license as well. Kara is a member of the SIE. Kara is based in Des Moines, Iowa.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/02/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
01/12/2000 - 07/11/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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