Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McArthur is a financial advisor with Commonwealth Financial Network. Karen has been in the financial services industry since 2000 and has a wide range of experience in investment advising, financial planning and insurance. Karen is registered with FINRA and holds Series 7 and 66 licenses. Karen is a member of the National Association of Insurance and Financial Advisors (NAIFA). Commonwealth Financial Network has been serving clients since 1979 and has a diverse range of client types. The firm’s mission is to help individuals and families achieve 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.
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
MD
04/26/2019 - Present
Commonwealth Financial Network (ROCKVILLE MD)
TN
01/24/2005 - 09/17/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
SC
04/16/2004 - 12/13/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/13/2002 - 04/05/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IL
07/01/2001 - 11/28/2001
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
NY
03/24/2000 - 07/01/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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