Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Barta has over 10 years of experience in the financial services industry. Karen Barta is currently a Registered Investment Advisor at Cbiz Investment Advisory Services, LLC. Karen Barta has also held positions at Pension Dynamics Securities Corporation and Stephen James Butler, Sole Proprietor. Karen Barta has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Karen Barta holds the Series 6, 63, and 65 licenses.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
CA
02/18/2020 - Present
Cbiz Investment Advisory Services, LLC (Pleasant Hill CA)
CA
09/25/2014 - 03/09/2021
PENSION DYNAMICS SECURITIES CORPORATION (PLEASANT HILL CA)
IA
Issued 12/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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