Unclaimed
Karen Julene Cameron is an investment advisor representative at Northern Trust Securities, Inc. Karen has been in the industry since June 24, 2002 and has held various positions at firms such as MORGAN STANLEY, JANNEY MONTGOMERY SCOTT LLC, and UBS FINANCIAL SERVICES INC. Karen holds several licenses and certifications, including Series 7, Series 31, Series 63, Series 65, and Series 66. Karen is registered in multiple states and specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/23/2016 - Present
Northern Trust Securities, Inc. (Tequesta FL)
FL
04/16/2014 - 04/08/2016
MORGAN STANLEY (STUART FL)
FL
08/10/2007 - 07/28/2011
JANNEY MONTGOMERY SCOTT LLC (PALM BEACH GARDENS FL)
FL
08/09/2007 - 08/21/2007
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
04/29/2005 - 10/18/2006
MORGAN KEEGAN & COMPANY, INC. (PALM BEACH FL)
NY
05/23/2003 - 05/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
10/20/1998 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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