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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 Anne Jerabek is a financial advisor with Commonwealth Financial Network, a firm with approximately 19,600 clients and over $177 billion in regulatory assets under management. Karen has a proven track record of helping individuals, families and businesses meet their financial goals. Karen is a Certified Financial Planner™ and has been in the industry since 2008. She holds Series 7 and 66 securities licenses, as well as a life and health insurance license. Karen is dedicated to providing personalized financial advice and services tailored to each client's specific needs. Karen has experience with a variety of financial planning services, including retirement planning, college savings, investment management and insurance. She is committed to building long-term relationships with her clients and helping them achieve their financial goals.
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.
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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NC
06/22/2023 - Present
Commonwealth Financial Network (Wilmington NC)
NC
02/22/2018 - 06/23/2023
EDWARD JONES (Hampstead NC)
NC
12/12/2008 - 07/07/2009
EDWARD JONES (HAMPSTEAD NC)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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