Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Day is a financial advisor with over 29 years of experience in the industry. Karen is a Certified Financial Planner and holds several licenses, including Series 7, 24, 52TO, 53, 63, and 65. Karen is currently registered with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services, LLC. Karen has extensive experience in providing financial planning and investment advisory services to individuals, families, and businesses. Karen also has experience in providing financial services to charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Karen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
OR
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (CLACKAMAS OR)
OR
07/09/2009 - 10/31/2013
SECURITIES SERVICE NETWORK, INC. (MILWAUKIE OR)
OR
10/31/2005 - 07/13/2009
SAGEPOINT FINANCIAL, INC. (MILWAUKIE OR)
AZ
01/04/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
12/01/1994 - 12/31/1998
FIRST GULFCOAST INVESTMENTS, INC. (VENICE FL)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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