Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Cathleen Hurt Mahan is a financial advisor with over 18 years of experience in the industry. Karen is currently registered with Cetera Investment Advisers LLC, a firm with over 5000 employees, serving over 400,000 clients with a combined total of over $100 billion in assets under management. Previously, Karen worked for DWS INVESTMENTS DISTRIBUTORS, INC and MORGAN STANLEY DW INC. Karen offers financial planning, pension consulting and educational seminars to both individuals and businesses.
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
IL
02/23/2023 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
06/09/2006 - 12/31/2008
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
NY
06/29/2005 - 04/18/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 7/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 6/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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