Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Flynn is a registered representative of Raymond James Financial Services Advisors, Inc. Karen has been in the securities industry since March 1999. Karen Flynn holds the Series 7, Series 24, Series 51, and Series 63 licenses. Karen is registered with the following states: Arizona, Florida, Georgia, North Carolina, Ohio, Tennessee, and Texas. Karen is also registered as an Investment Advisor Representative in Florida and Texas.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
03/05/2014 - Present
Raymond James Financial Services Advisors, Inc. (Orlando FL)
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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