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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara McKinney is a financial advisor with Truist Advisory Services, Inc., based in McLean, Virginia. Kara has been in the financial services industry since 2011, working with individuals, families, and businesses to develop comprehensive financial plans. Kara specializes in retirement planning, investment management, and college savings. Kara holds the Series 7, Series 63 and Series 66 licenses, and the SIE exam. Kara is registered with the state of Virginia and is also registered with FINRA.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
08/19/2020 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
07/30/2014 - 09/12/2019
PNC INVESTMENTS (MCLEAN VA)
VA
06/11/2014 - 07/14/2014
MCLAUGHLIN RYDER INVESTMENTS, INC. (ALEXANDRIA VA)
DC
04/29/2011 - 06/13/2014
PNC INVESTMENTS (WASHINGTON DC)
BOTH
Issued 08/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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