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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 Malkoff-hatton is a financial advisor with over 39 years of experience in the industry. Karen is currently registered with Osaic Wealth, Inc. and Financial Security Solutions, Corp., and has held previous registrations with other firms. Karen holds licenses in multiple states, including California, Arizona, Colorado, Florida, and more. Karen is also a Certified Financial Planner. Karen Malkoff-hatton provides financial planning, portfolio management, and insurance services to individuals, businesses, and charitable organizations. Karen's firm, Financial Security Solutions, Corp. also offers retirement planning, college savings planning, and estate planning.
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
CA
07/08/1997 - Present
Osaic Wealth, Inc. (Valencia CA)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/30/1987 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
05/23/1984 - 10/07/1987
DIRECT CAPITAL CORPORATION
NA
05/08/1984 - 10/23/1985
PARLIAMENT SECURITIES CORP.
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/17/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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