Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kenney has been in the financial services industry since June 1998. Karen is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Karen has also held previous positions with Delaware Distributors, L.P., Lincoln Financial Distributors, Inc., Scudder Distributors, Inc., Scudder Investor Services, Inc., Putnam Mutual Funds Corp., and New England Securities. Karen is licensed in Pennsylvania.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/01/2021 - Present
LPL Financial LLC (WARMINSTER PA)
PA
09/25/2006 - 04/08/2019
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
05/17/2005 - 06/07/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
10/19/2001 - 04/13/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
07/13/2000 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/29/1997 - 04/29/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
09/07/1995 - 06/25/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
09/25/1992 - 09/22/1993
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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