Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Boykin is a financial advisor with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Karen has been in the financial industry since 2002 and has experience in various areas, including financial planning, pension consulting, and portfolio management. She holds a Series 6, Series 7, and Series 65 license, and has a Chartered Financial Consultant designation. Karen is passionate about helping clients achieve their financial goals. Karen has worked at a number of firms including Woodbury Financial Services, Inc., Park Avenue Securities LLC, and Hornor, Townsend & Kent, Inc.
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.
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MO
01/19/2024 - Present
Osaic Wealth, Inc. (WILDWOOD MO)
MO
12/01/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WILDWOOD MO)
MO
08/04/2010 - 12/02/2015
PARK AVENUE SECURITIES LLC (TOWN AND COUNTRY MO)
TX
05/15/2008 - 06/15/2010
HORNOR, TOWNSEND & KENT, INC. (DALLAS TX)
TX
03/04/2003 - 05/28/2008
NYLIFE SECURITIES LLC (ROCKWALL TX)
IL
04/22/2002 - 02/26/2003
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
IA
Issued 10/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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