Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kallem is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Elkhorn, WI. Karen has been in the financial services industry since May 1984. Karen holds the Series 7, 9, 10, 63, and 65 securities licenses. Karen also has experience working with clients in various industries, including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Karen is dedicated to providing her clients with personalized financial advice and services.
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.
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.
Investment consulting services to institutional clients
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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2
WI
03/08/2010 - Present
Wells Fargo Advisors Financial Network, LLC (ELKHORN WI)
WI
01/01/2008 - 03/08/2010
WELLS FARGO ADVISORS, LLC (ELKHORN WI)
WI
03/16/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ELKHORN WI)
MO
09/04/1990 - 04/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
12/23/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
MO
05/24/1984 - 01/01/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 01/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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