Unclaimed
Karen Henderson is a financial advisor with over 6 years of experience. Karen has been registered with the USAA Investment Services Co. since January 2018. Prior to that, Karen worked with USAA Financial Advisors, Inc. in Colorado Springs. Karen is licensed to offer securities and investment advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Karen specializes in providing financial planning and investment advice to individuals, including high-net-worth individuals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
05/02/2024 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
CO
04/11/2017 - 06/22/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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