Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Fishwild is an investment advisor representative with Edward Jones. Karen has been in the industry since 2004, and has held a Series 63 license since 2004. Karen has also held Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses. Karen is registered with the state of Missouri and is licensed to provide financial advice and investment management services. Karen is a highly experienced investment advisor who is committed to providing her clients with personalized financial advice. Karen is also committed to helping her clients achieve 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.
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
MO
04/29/2024 - Present
Edward Jones (ST LOUIS MO)
MO
10/17/1994 - 03/14/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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