Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Churchill Bass is a financial professional with a passion for helping clients achieve their financial goals. Karen has a strong understanding of the financial markets and is committed to providing personalized advice and guidance to her clients. Karen is registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 63, Series 6TO and SIE licenses. Karen is a dedicated and experienced financial advisor committed to providing her clients with the highest quality service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
12/08/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karen Bass is the right advisor for you? Invested Better is here to help.
