Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Price is a financial advisor with Avantax Investment Services, Inc. Karen has been in the industry since August 28, 2001. Karen is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Karen is registered in Colorado, Florida, Indiana, Maryland, Michigan, New Hampshire, Texas, Virginia, West Virginia, and Wisconsin.
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.
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.
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2
MD
09/19/2006 - Present
Avantax Investment Services, Inc. (Lexington Park MD)
MD
04/18/2005 - 03/29/2006
MERCANTILE BROKERAGE SERVICES, INC. (BALTIMORE MD)
IL
06/14/2001 - 11/11/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
08/29/2000 - 05/10/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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