Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Burns Meriwether is a financial advisor who has been in the industry since 1984. Karen is registered as an investment advisor representative with John G. Ullman & Associates, Inc. in Corning, NY. Karen has passed Series 7, Series 63, and Series 65 exams and is also a Certified Financial Planner. Karen specializes in providing financial planning, portfolio management for individuals, and educational seminars to her clients. Karen has experience working with individuals, corporations and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
07/20/2021 - Present
John G. Ullman & Associates, Inc. (CORNING NY)
NY
06/20/1984 - 11/15/2006
U S G M SECURITIES, INC. (CORNING NY)
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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