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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 Jill Hall is an investment advisor representative associated with Osaic Wealth, Inc., a firm with offices in Scottsdale, AZ and Princess Anne, MD. Karen has over 25 years of experience in the financial services industry and is registered with the state of Maryland, Texas, and other jurisdictions. She is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Karen also offers a variety of advisory services including financial planning, pension consulting, and educational seminars. Karen has been associated with Osaic Wealth, Inc. since January 2025 and has a history of working with individuals, corporations, and pension and profit-sharing plans.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (PRINCESS ANNE MD)
MD
05/30/1995 - 02/04/1999
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
IA
Issued 08/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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