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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 Nicole Farrow is a financial advisor with United Capital Financial Advisors, a firm headquartered in Irving, Texas. Kara has been in the financial industry since 2013 and has experience working with clients of all types, including individuals, families, and businesses. Kara holds the Series 7TO, Series 63, and Series 65 licenses, and is registered with the state of Colorado. Kara is passionate about helping her clients achieve their financial goals and believes that education is key to making sound financial decisions. Kara focuses on providing financial planning, portfolio management, and other services to help clients reach 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.
Sub-adviser for other investment advisers
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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2
CO
02/01/2021 - Present
United Capital Financial Advisors (GREENWOOD VILLAGE CO)
NY
11/15/2022 - 11/16/2023
MERCER ALLIED COMPANY, L.P. (COHOES NY)
CO
10/28/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (Greenwood Village CO)
BC
Issued 11/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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