Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Miller is a financial advisor with over 15 years of experience in the financial services industry. Kara is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 65 licenses. She is also a registered Investment Advisor in Kansas and Missouri. In the past, Kara has also worked with Symetra Securities, Inc. and Prudential Annuities Distributors, Inc. Kara provides a wide range of financial services to individuals and families, including financial planning, investment management, and retirement planning. She is committed to helping her clients achieve their financial goals.
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.
1
2
MO
09/26/2023 - Present
LPL Financial LLC (LEE'S SUMMIT MO)
WA
04/12/2022 - 04/25/2023
SYMETRA SECURITIES, INC. (BELLEVUE WA)
CT
08/20/2008 - 04/22/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IA
Issued 06/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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