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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 Hendricks Trounson is a financial advisor with over 30 years of experience in the industry. Karen has worked with Ameriprise Financial Services, LLC since 2020. Previously, Karen worked with Wells Fargo Advisors, LLC from 2000 to 2015 and First Union Brokerage Services, Inc. from 1995 to 2000. Karen holds Series 6, 7, 63 and 65 licenses and is registered in 37 states. Karen specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Asset allocation services
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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2
NC
01/02/2018 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
NC
10/01/2000 - 09/09/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
08/14/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/25/1993 - 06/21/1995
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
01/11/1991 - 02/03/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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