Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Elaine Sheehan is a financial advisor with Raymond James & Associates, Inc., located in Atlanta, Georgia. Karen has been in the financial industry since 2000 and has experience working with a wide range of clients, including individuals, corporations, and institutions. Karen's specializations include insurance companies, charitable organizations, and high-net-worth individuals. Karen is a Series 7 and Series 63 licensed representative. Karen also holds the SIE designation. Karen's previous experience includes roles at MORGAN KEEGAN & COMPANY, INC., WACHOVIA CAPITAL MARKETS, LLC, and WACHOVIA SECURITIES, LLC. Karen has been with Raymond James & Associates, Inc. since 2013.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (Atlanta GA)
GA
05/30/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NC
07/01/2003 - 10/12/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/15/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/22/1999 - 06/21/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karen Sheehan is the right advisor for you? Invested Better is here to help.
