Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karan? Claim Your ProfileKaran Malik is an investment advisor representative at Opulen Financial Group, LLC. Karan has been in the industry since 2016 and has a Series 65 license. Karan is registered with the state of Virginia and the District of Columbia. Karan specializes in financial planning, pension consulting, and portfolio management for individuals. Karan is also a squash coach and provides coaching and training services.
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.
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.
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VA
02/23/2024 - Present
Opulen Financial Group, LLC (ARLINGTON VA)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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