Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Savaglia is a financial advisor at Osaic Wealth, Inc., where she helps individuals and families achieve their financial goals. Karen has over 20 years of experience in the financial services industry, and is committed to providing personalized advice and guidance to her clients. She is dedicated to helping clients understand their financial options and make informed decisions about their investments. Karen is also a registered representative with FINRA, and has held Series 7, 9, 10 and 63 licenses.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (OAK CREEK WI)
WI
05/09/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAK CREEK WI)
WI
04/01/2013 - 05/17/2019
CETERA ADVISOR NETWORKS LLC (OAK CREEK WI)
WI
01/18/2008 - 04/02/2013
COORDINATED CAPITAL SECURITIES, INC. (OAK CREEK WI)
WI
04/26/2004 - 01/07/2008
WACHOVIA SECURITIES, LLC (WAUKESHA WI)
MO
09/07/2000 - 04/26/2004
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
07/06/2000 - 08/11/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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