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 with over 35 years of experience in the industry. Karen has been a registered representative since 1985. Karen is currently registered with Cetera Investment Advisers LLC. Prior to Cetera Investment Advisers LLC, Karen was affiliated with Cetera Advisor Networks LLC in El Segundo, CA and Quantum Econometrics in Whittier, CA. Karen has a broad range of experience and holds Series 3, 4, 7, 15, 24, 53 and 63, and 66 licenses. Karen is licensed to offer financial services in California. Karen has held previous licenses in Missouri, and New Jersey.
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
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 8/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/7/2008
Series 4 - Registered Options Principal Examination
BC
Issued 5/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/8/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 4/18/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 6/28/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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