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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Clawges Kahn is a financial advisor in Greensboro, North Carolina, with over 20 years of experience in the financial services industry. Karen Clawges Kahn is a Certified Financial Planner™ professional and has passed the Series 63, Series 7, and SIE exams. Karen Clawges Kahn is currently registered with Truist Advisory Services, Inc. Karen Clawges Kahn has previously worked for WELLS FARGO ADVISORS, LLC, WACHOVIA SECURITIES, LLC and FIRST UNION BROKERAGE SERVICES, INC.. Karen Clawges Kahn provides portfolio management, financial planning, and other advisory services to individual and business clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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NC
09/13/2016 - Present
Truist Advisory Services, Inc. (GREENSBORO NC)
NC
12/10/2007 - 05/02/2016
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/25/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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