Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Leigh Schab is a financial advisor with Principal Securities, Inc. Kara has over 20 years of experience in the financial services industry. Kara's specializations include retirement planning, college savings, insurance, and estate planning. Kara is dedicated to helping clients achieve their financial goals. Kara's previous employers include MML Investors Services, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and American Express Financial Advisors Inc.. Kara is licensed to sell securities in Connecticut, Indiana, Michigan, Minnesota, New York, and Ohio.
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
MI
10/05/2010 - Present
Principal Securities, Inc. (BELMONT MI)
MI
04/18/2007 - 10/30/2007
MML INVESTORS SERVICES, INC. (GRAND RAPIDS MI)
MI
09/27/2000 - 04/18/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD MI)
MN
09/27/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/10/1998 - 04/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/1998 - 04/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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