Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Marie Beam is a financial professional with over 16 years of experience in the financial services industry. She is currently registered with Charles Schwab & CO., Inc. in Lone Tree, CO. Prior to joining Charles Schwab, Kara worked at TD Ameritrade, Inc., Scottrade, Inc., and Teachers Personal Investors Services, Inc., among other firms. She has a wide range of experience and is licensed to provide a variety of financial services to individuals and businesses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/01/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
02/26/2018 - 12/31/2022
TD AMERITRADE, INC. (OMAHA NE)
MO
10/19/2015 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
08/24/2006 - 02/10/2010
CHARLES SCHWAB & CO., INC. (CHESTERFIELD MO)
MO
07/13/2005 - 03/03/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (ST. LOUIS MO)
NY
05/21/2005 - 07/13/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MA
07/09/2004 - 04/12/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/09/2004 - 04/12/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/09/2004 - 04/12/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
03/24/2000 - 04/12/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kara Beam is the right advisor for you? Invested Better is here to help.
