Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Boehm is a financial advisor with over 16 years of experience in the financial services industry. Kara has a Series 66 license and holds a Series 7 and SIE license. Kara is registered with LPL Financial LLC and Wealth Enhancement Advisory Services, LLC. Kara provides financial services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kara is also licensed to conduct business in several states, including Texas and West Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WV
06/27/2022 - Present
LPL Financial LLC (CHARLESTON WV)
WV
03/13/2009 - 06/28/2022
RBC CAPITAL MARKETS, LLC (CHARLESTON WV)
WV
12/08/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (CHARLESTON WV)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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