Unclaimed
Karen Hajus is a financial advisor with Osaic Wealth, Inc. Karen has been working in the financial industry since 1986. Karen provides financial planning, portfolio management, and investment advisory services. Karen has a broad experience in the industry and has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and BANC of America Investment Services, Inc. Karen holds a Series 6, 7, 3, 24, 52TO, 53, 63, and 65 licenses. Karen is a licensed investment advisor in Connecticut.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
10/23/2009 - 03/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
CT
12/17/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW HAVEN CT)
CT
12/05/2003 - 01/03/2008
NEWALLIANCE INVESTMENTS, INC. (NEW HAVEN CT)
FL
07/14/1999 - 12/09/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
08/04/1997 - 07/13/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
12/02/1996 - 08/09/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
05/03/1996 - 02/18/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/18/1995 - 05/17/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
10/29/1993 - 08/23/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
07/11/1989 - 11/02/1993
INVEST FINANCIAL CORPORATION
WI
09/24/1986 - 11/02/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
12/22/1988 - 08/22/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/04/1986 - 09/10/1986
FIRST INVESTORS CORPORATION
IA
Issued 08/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/08/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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