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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 Kratz is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Karen has over 7 years of experience in the financial services industry. Karen is registered with the Securities and Exchange Commission (SEC) and is a licensed broker-dealer. Karen has a Series 7 and Series 66 license. Karen is also a Registered Representative in the state of Pennsylvania. Before joining Wells Fargo Advisors, Karen worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Karen specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
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2
PA
04/12/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILKES-BARRE PA)
PA
03/28/2014 - 03/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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