Unclaimed
Karen Jean Hill is a financial advisor registered with Cetera Investment Advisers LLC. Karen has been in the financial services industry since 1981 and has experience in various areas of financial planning, including investment advice, insurance, and securities. Karen has held previous positions at 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 is licensed to provide advisory services in several states including Michigan, Texas, California, Florida, Georgia, Illinois, Indiana, Nevada, New York, North Dakota, and Ohio.
SPRING LAKE, MI
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
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 1/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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