Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Meacham is a financial advisor with SPC, a firm based in Ann Arbor, Michigan. Karen has been a financial advisor for over 25 years and is registered with the state of Texas. Karen specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Karen's firm SPC offers a variety of services, including financial planning, portfolio management, and educational seminars. Karen is committed to providing her clients with personalized service and guidance to help them reach 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.
Consultation 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.
Seminar attendance fees
1
2
MI
01/31/2020 - Present
SPC (ANN ARBOR MI)
TX
03/03/2017 - 01/23/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (VICTORIA TX)
MN
07/25/2002 - 09/12/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
05/09/2000 - 07/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/02/1998 - 01/22/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
04/22/1996 - 09/03/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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