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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren F. Fadzen is an investment advisor representative at Kestra Private Wealth Services, LLC. Karen has been in the industry since August 2013. Karen's registration is active in Pennsylvania and Karen specializes in portfolio management for individuals and businesses. Karen is also a Certified Financial Planner. Karen is based in Sewickley, PA and has a branch office in Austin, TX.
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.
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TX
08/20/2024 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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