Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Elizabeth Rohrer is a financial advisor with MML Investors Services, LLC, based in Peachtree Corners, GA. Karen has over 20 years of experience in the financial services industry, having worked previously with MSI Financial Services, Inc. and New England Securities. Karen holds licenses to provide financial advice in Georgia. Karen specializes in providing financial advice and portfolio management for individuals, families, and businesses. Karen is committed to helping 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
GA
03/25/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/23/2004 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
MA
05/17/2000 - 10/17/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/29/1999 - 08/19/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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