Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Carpenter is a financial professional with over 20 years of experience in the industry. Karen is currently registered with Wilton RE Distributors LLC and holds the Series 6, 26, and 63 licenses. Karen has also held previous positions at Transamerica Capital, Inc. and Intersecurities, Inc.
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.
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.
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2
IA
08/22/2024 - Present
Wilton RE Distributors LLC (Cedar Rapids IA)
CO
07/05/2017 - 11/16/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
11/12/2007 - 12/31/2015
TRANSAMERICA CAPITAL, INC. (CEDAR RAPIDS IA)
IA
02/28/2000 - 11/21/2007
INTERSECURITIES, INC. (CEDAR RAPIDS IA)
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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