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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 Baxter is a financial advisor with Fifth Third Securities, Inc. in Brentwood, TN. Karen has been in the industry since 2017, and has experience with both Ameriprise Financial Services, Inc. and Robert W. Baird & Co. Incorporated. Karen is a registered representative and investment advisor, and is licensed in Tennessee. Karen has a wide range of experience in financial planning, portfolio management, and selection of other advisors. Karen is also a specialist in the areas of investment company products, variable contracts, and general securities. Karen's current registrations are with Fifth Third Securities, Inc. in Tennessee. Karen's other business activities include a sponsorship wrap fee program.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
TN
05/03/2024 - Present
Fifth Third Securities, Inc. (BRENTWOOD TN)
TN
05/10/2018 - 11/19/2019
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
FL
07/26/2017 - 03/09/2018
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
IA
Issued 5/3/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/9/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 8/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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