Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Danczyk is a registered investment advisor representative with Global View Capital Management LLC. Karen has been in the industry since 1986 and has experience with a wide range of investment products and services. Karen is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Karen holds Series 6, 26, 63, and 65 licenses and has experience working with individuals, families, and small businesses. She is also a licensed insurance agent and can provide advice on a variety of insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 05/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (MOSINEE WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MOSINEE WI)
WI
04/12/2002 - 11/02/2010
WORLD GROUP SECURITIES, INC. (MOSINEE WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
01/02/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/08/1986 - 11/29/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 3/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/11/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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