Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Tisdale is a registered representative and investment advisor representative with Osaic Wealth, Inc. Karen has been in the financial services industry for over 14 years. Karen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Karen also provides educational seminars and helps clients select other advisors. Prior to joining Osaic Wealth, Inc. Karen worked for Securities America, Inc. and Securities Service Network, LLC. Karen is registered with the state of North Carolina as an investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Fayetteville NC)
NC
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Fayetteville NC)
NC
10/09/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Fayetteville NC)
NC
01/25/2010 - 10/10/2017
NATIONAL PLANNING CORPORATION (FAYETTEVILLE NC)
BOTH
Issued 11/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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