Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Cecilia Burkhart is a financial professional with over 25 years of experience in the financial services industry. Karen has a broad range of experience and has held positions at several firms including Janney Montgomery Scott LLC, Wells Fargo Clearing Services, LLC and USAA Financial Advisors, Inc. Karen currently holds the Series 3, 7, 9, 10, 23, 24, 63, and 65 licenses. She is also a Chartered Financial Consultant (ChFC). Karen is registered with Ameriprise Financial Services, LLC, and provides financial planning, asset allocation, and investment management services.
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.
Asset allocation services
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
MD
09/08/2022 - Present
Ameriprise Financial Services, LLC (Hunt Valley MD)
NY
09/30/2020 - 05/18/2022
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
CA
07/31/2017 - 10/06/2020
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
VA
02/22/2013 - 08/14/2017
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
NJ
02/26/2009 - 01/22/2013
PRUCO SECURITIES, LLC. (EAST HANOVER NJ)
NY
05/16/1994 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
03/22/1988 - 10/17/1988
INTERVEST SECURITIES, INC.
IA
Issued 08/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2009
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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