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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Jennifer Ness is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Karen Jennifer Ness is licensed to provide financial advice in Arizona, California, Colorado, Florida, Idaho, Mississippi, Montana, Nevada, North Dakota, Oregon, Pennsylvania, South Carolina, Utah, Washington, Wisconsin and Wyoming. Karen Jennifer Ness has been providing financial advice since 2011. Before joining LPL Financial LLC, Karen Jennifer Ness worked at Cetera Financial Specialists LLC and Genworth Financial Securities Corporation. Karen Jennifer Ness is a registered representative with FINRA and a registered investment advisor with the state of Nevada. Karen Jennifer Ness specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Karen Jennifer Ness is also a non-variable insurance agent for Innovative Advisors Inc and UNUM Life of America.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NV
08/05/2024 - Present
LPL Financial LLC (ELKO NV)
NV
11/30/2016 - 08/06/2024
CETERA FINANCIAL SPECIALISTS LLC (ELKO NV)
NV
11/13/2006 - 11/04/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (ELKO NV)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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