Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Bliss is a financial advisor in Springfield, MA. Karen has been in the financial services industry since 2010. Karen is registered with MML Investors Services, LLC. Karen also has prior experience with United Planners' Financial Services of America A Limited Partner, LPL Financial LLC, and Geneos Wealth Management, Inc.. Karen holds Series 66, 53, 24, 52TO, SIE, and Series 7 licenses. Karen is also a co-trustee on her parents' trust. Karen specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and trusts. Karen has a strong commitment 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/30/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
07/30/2015 - 03/29/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
HI
04/30/2014 - 07/09/2015
LPL FINANCIAL LLC (KAILUA KONA HI)
CO
09/22/2009 - 01/07/2014
GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)
BOTH
Issued 01/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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