Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Nagle is a financial advisor who has been in the industry since January 25, 1990. Karen is currently registered with MML Investors Services, LLC in Pennsylvania and has been with the firm since March 25, 2017. Karen also holds registrations in Delaware, Florida, Maine, Maryland, Mississippi, New Jersey, Pennsylvania, and Virginia. Prior to joining MML Investors Services, LLC, Karen worked at MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and SECURITY FIRST FINANCIAL, INC.. Karen holds a Series 6, Series 26, Series 63, and SIE licenses. Karen is a registered representative and investment advisor representative and is able to provide a variety of financial services including asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (EAGLEVILLE PA)
PA
11/18/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
11/18/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
CA
01/26/1990 - 11/25/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Nagle is the right advisor for you? Invested Better is here to help.
