Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karee? Claim Your ProfileKaree Ann Eliason is a financial advisor who has been in the industry since 2011. Karee is currently registered with LPL Financial LLC and has held previous positions with Edward Jones. Karee holds a Series 66, Series 7, and SIE license. Karee works out of the Walla Walla, Washington office. Karee is a registered representative and investment advisor representative and provides investment advice to individuals, families, and small businesses. Karee specializes in financial planning, portfolio management, and retirement planning.
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.
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2
WA
10/18/2016 - Present
LPL Financial LLC (WALLA WALLA WA)
WA
07/18/2011 - 09/02/2016
EDWARD JONES (KENNEWICK WA)
BOTH
Issued 07/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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