linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kara Marie Mahoney

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kara? Claim Your Profile

About Kara Marie Mahoney

Kara Marie Mahoney is an investment advisor representative at Charles Schwab & CO., Inc. Kara has been working in the financial industry since 2020. Kara holds the Series 63, Series 65, and Series 7TO licenses. Kara also holds a Securities Industry Essentials (SIE) license. In addition to her work at Charles Schwab & CO., Inc., Kara also works as a freelance makeup artist and a Shipt Delivery Driver. Kara has experience working at PFS Investments Inc. and Edward Jones.

Firm Information

Kara Mahoney is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kara Mahoney’s Registration & Firm History

CO

03/24/2023 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

05/24/2022 - 02/27/2023

EDWARD JONES (ELIZABETH CO)

CO

11/30/2021 - 05/25/2022

PFS INVESTMENTS INC. (WESTMINSTER CO)

CO

12/14/2020 - 05/12/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

ID

09/14/2020 - 12/15/2020

PFS INVESTMENTS INC. (BOISE ID)

Not sure if Kara Marie Mahoney is right for you?

Licenses & Designations

IA

Issued 12/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/14/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kara Marie Mahoney.
Not sure if Kara Marie Mahoney is right for you?