Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Gayle Shapiro is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Karen has been in the industry since June 15, 2016. Karen is also an independent insurance agent and has been with Green Future Wealth Management for over a year. Karen has a Series 6, Series 7 and Series 66 license. Karen holds a SIE license and has experience with many different areas of financial advice. Karen can help clients with financial planning, pension consulting, educational seminars, market timing services, and portfolio management. Karen has experience working with high net worth individuals, individuals other than high net worth individuals, and pension and profit sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
07/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Lebanon NH)
MA
02/16/2017 - 07/01/2022
SECURITIES AMERICA, INC. (SHREWSBURY MA)
NY
04/11/2012 - 12/12/2012
DSIL INVESTMENT SERVICES LLC (NEW YORK NY)
BOTH
Issued 05/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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