Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Hill is a financial advisor with over 37 years of experience. Karen is currently registered with Cetera Investment Advisers LLC. Karen has also worked with VOYA FINANCIAL ADVISORS, INC., NEWBRIDGE SECURITIES CORPORATION, BANC ONE SECURITIES CORPORATION, FIRST CHICAGO NBD INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Karen provides financial planning, pension consulting, and portfolio management services.
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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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (SPRING LAKE MI)
MI
04/28/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SPRING LAKE MI)
MI
02/03/2004 - 04/28/2014
NEWBRIDGE SECURITIES CORPORATION (SAGINAW MI)
IL
02/01/1999 - 12/09/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/19/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
WI
05/18/1991 - 09/19/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
03/12/1991 - 05/07/1991
RONEY & CO. (DETROIT MI)
NA
12/23/1981 - 05/06/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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