Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ingram has been active in the financial services industry since 1988. Karen is currently registered with Stifel, Nicolaus & Company, Inc. Karen has previously worked at Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and Interstate Securities Corporation. Karen's areas of specialization include securities, investment advisory services, mutual funds, fixed income, options, and retirement planning. Karen holds Series 7, Series 63, and SIE 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
04/27/2018 - Present
Stifel, Nicolaus & Company, Inc. (Greensboro NC)
NC
06/01/2009 - 03/08/2018
MORGAN STANLEY (GREENSBORO NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
NY
09/23/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1987 - 09/16/1988
INTERSTATE SECURITIES CORPORATION
BC
Issued 01/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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