Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Klenk is a financial advisor with over 11 years of experience in the industry. Karen is registered with Ameriprise Financial Services, LLC and holds licenses for both securities and investment advisory services in multiple states. Karen has a history of working with various firms, including Kalos Capital, Inc., Cetera Advisors LLC, and Pacific West Securities, Inc. Karen is dedicated to providing financial planning and investment advice to individuals, families, and businesses. Karen is a registered representative of Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
VA
05/01/2013 - 04/16/2014
KALOS CAPITAL, INC. (GREAT FALLS VA)
VA
12/23/2011 - 05/02/2013
CETERA ADVISORS LLC (GREAT FALLS VA)
VA
07/13/2011 - 12/23/2011
PACIFIC WEST SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 11/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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