Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Jeanne Burneff is a financial advisor at Cetera Investment Advisers LLC. Karen has been in the financial services industry since February 11, 1986. Karen is registered with FINRA and has passed the Series 3, 4, 7, 15, 24, 53, and 66 exams. Karen is also registered with the state of California as an Investment Advisor Representative. Karen has previously worked at Paine Webber Incorporated, Everen Securities, Inc., and Bateman Eichler, Hill Richards, Incorporated. Karen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (WHITTIER CA)
NJ
02/16/1995 - 12/21/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
09/04/1990 - 12/20/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
03/27/1986 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
04/19/1985 - 03/25/1986
PAINEWEBBER INCORPORATED
BOTH
Issued 08/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/28/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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