Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Jo skretvedt Trimmer is a financial advisor with over 27 years of experience in the industry. Karen Jo skretvedt Trimmer is currently registered with Raymond James & Associates, Inc. and has held previous positions with firms such as Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, SunTrust Investment Services, Inc., Wachovia Securities, LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., Prudential Securities Incorporated, Advest, Inc., and Wheat, First Securities, Inc. Karen Jo skretvedt Trimmer offers a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NC
07/16/2024 - Present
Raymond James & Associates, Inc. (Macon NC)
VA
11/28/2022 - 06/14/2024
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
07/20/2016 - 11/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
NC
12/03/2014 - 08/09/2016
MORGAN STANLEY (RALEIGH NC)
VA
11/30/2007 - 08/07/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
05/17/2002 - 11/27/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
03/09/2002 - 05/29/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
03/27/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NY
06/23/1997 - 03/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
08/20/1996 - 07/23/1997
ADVEST, INC. (HARTFORD CT)
NC
10/17/1995 - 08/28/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karen Trimmer is the right advisor for you? Invested Better is here to help.
