Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Adelle Smith is a Registered Investment Advisor Representative associated with Wealthspire Advisors and has been in the industry since May 2007. Karen has a Series 65 license. Karen has been registered with the state of Maryland since January 5, 2021. Wealthspire Advisors is based in New York, NY, and has a branch office location in Saint Johns, FL.
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.
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.
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FL
01/05/2021 - Present
Wealthspire Advisors (Saint Johns FL)
IA
Issued 05/07/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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