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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ann Benedict is a registered investment advisor representative with Northwest Financial Advisors LLC. Karen has been in the industry since 2008. Karen holds the following licenses: Series 7, Series 24, Series 28, Series 53, Series 66, Series 99TO and the SIE. Karen has over 15 years of experience in the financial services industry. Karen is also registered with the state of Virginia, Louisiana and Texas. Karen has experience providing financial planning services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/24/2014 - Present
Northwest Financial Advisors LLC (HERNDON VA)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2007
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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