Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Denise Large has been in the financial services industry since May 13, 2000. Karen is currently registered as an investment advisor representative with Edward Jones, which has a main office located in St. Louis, MO. Karen previously worked with ING FINANCIAL PARTNERS, INC., WOODMEN FINANCIAL SERVICES, INC., NATIONWIDE SECURITIES, INC., LEGG MASON WOOD WALKER, INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Karen holds a Series 63, Series 65, Series 66, Series 7, Series 31 and Series 24 license. Karen is registered in 51 states for securities and 2 states for investment advisor. Karen provides financial planning and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
SC
03/22/2022 - Present
Edward Jones (Myrtle Beach SC)
SC
01/29/2013 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)
NE
01/25/2008 - 01/04/2013
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
SC
03/15/2005 - 10/31/2007
NATIONWIDE SECURITIES, INC. (MYRTLE BEACH SC)
MD
03/30/2001 - 03/22/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/14/1994 - 05/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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