Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Blanchard is a financial advisor at Wells Fargo Clearing Services, LLC. Karen has been in the industry for over 35 years. Karen holds the Series 31, Series 7, Series 63, and Series 65 licenses. Karen has experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Karen can assist clients with financial planning, portfolio management, and investment consulting services. Karen was previously employed by RBC Capital Markets Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
CT
08/07/2018 - Present
Wells Fargo Clearing Services, LLC (GLASTONBURY CT)
CT
03/09/2002 - 03/10/2016
RBC CAPITAL MARKETS, LLC (HARTFORD CT)
MA
07/23/1986 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 08/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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