Unclaimed
Karen Monaghan is a financial professional with over 20 years of experience in the financial services industry. Karen is currently registered with Empower Financial Services, Inc. and is also a Series 6 and Series 26 licensed professional. Karen has held previous roles with GWFS Equities, Inc. and One Orchard Equities, Inc. Karen's experience and certifications demonstrate her commitment to providing her clients with sound financial advice and guidance.
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.
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.
1
2
CO
01/27/2005 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
10/21/2002 - 06/16/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/06/1999 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 04/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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