Unclaimed
Kara Rauert is a registered representative with Principal Securities, Inc., a firm with a long history of providing financial services to individuals and institutions. Kara has been active in the financial industry since 2017 and holds licenses in multiple states, including Arkansas, Nebraska, New Mexico, North Carolina, South Dakota, and Texas. Kara has experience in the insurance industry and has worked as a Fixed Insurance Agent for Mass Mutual Life Insurance Company. In addition to her role with Principal Securities, Inc., Kara also owns and operates a single-family rental business and co-owns several property management and farmland rental businesses. Kara’s expertise in insurance and real estate, combined with her experience in financial services, makes her uniquely qualified to help clients meet 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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
05/26/2021 - Present
Principal Securities, Inc. (York NE)
NE
09/11/2017 - 05/20/2021
MML INVESTORS SERVICES, LLC (York NE)
BOTH
Issued 10/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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