Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Latourette is a financial advisor with Girard Advisory Services, LLC. Karen has over 30 years of experience in the financial services industry and holds several licenses and designations. Karen is a registered representative of Girard Advisory Services, LLC, and has a Series 7, Series 24, Series 52, Series 53, Series 63, and Series 65 license. Karen provides financial planning, investment advisory, and other financial services to individual and institutional clients. Karen is committed to providing her clients with personalized service and tailored financial solutions.
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.
1
2
PA
03/05/2020 - Present
Girard Advisory Services, LLC (SOUDERTON PA)
PA
05/08/2000 - 02/01/2019
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
10/05/1998 - 04/20/2000
PENN SECURITIES, INC. (WYOMISSING PA)
MO
07/08/1996 - 07/01/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
03/14/1986 - 06/03/1998
MERIDIAN SECURITIES, INC.
NA
10/31/1981 - 05/13/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 02/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/1985
Series 4 - Registered Options Principal Examination
BC
Issued 05/30/1985
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 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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