Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Hillegas is a financial advisor with Equitable Advisors, LLC. Karen has been in the financial industry since 2002 and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Karen holds multiple licenses and certifications, including Series 6, 7, 22, 24, 51, 63, and 65. Karen provides a variety of services to her clients, including financial planning, investment management, and portfolio management. Karen is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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.
1
2
CA
06/09/2023 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
10/31/2005 - 12/31/2006
AIG FINANCIAL ADVISORS, INC. (ESCONDIDO CA)
AZ
03/24/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
07/30/1985 - 04/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/30/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Hillegas is the right advisor for you? Invested Better is here to help.
