Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Atkinson Reeves is a financial advisor with Edward Jones. Karen has been working in the financial industry since 1994 and has a total of 14 years of experience in the investment advisory industry. Karen specializes in helping individuals and families reach their financial goals. Karen is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 licenses. Karen is registered to provide investment advisory services in 16 states including Arizona, California, Colorado, Florida, Georgia, Indiana, Iowa, Louisiana, Michigan, Minnesota, South Carolina, Tennessee, Texas, and Washington.
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.
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.
See schedule d - miscellaneous
1
2
MI
06/08/2022 - Present
Edward Jones (BATTLE CREEK MI)
OH
06/10/2005 - 08/17/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MO
11/09/1999 - 10/29/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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