Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McIntyre is an investment advisor representative registered with Uniting Wealth Partners. Karen has been in the financial services industry since 1982. Karen has licenses in Arizona, Florida, Illinois, New Mexico, Texas, Virginia, and Washington. Karen has the following licenses and qualifications: Series 6, Series 7, Series 22, Series 24, Series 63, and Series 65. Karen is also a Chartered Financial Consultant. Karen has experience working at a number of financial firms including SunAmerica Securities, Inc., IFG Network Securities, Inc., Derand/Pennington/Bass, Inc., Pennington/Bass Equities, Inc., Source Securities, Inc., Connecticut Mutual Financial Services, Inc., Raymond James Financial Services, Inc., and Raymond James Financial Services Advisors, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
TX
10/28/2024 - Present
Uniting Wealth Partners (ODESSA TX)
AZ
05/03/1996 - 01/13/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
03/31/1992 - 05/03/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
03/17/1989 - 06/15/1992
DERAND/PENNINGTON/BASS, INC.
NA
12/06/1988 - 03/17/1989
PENNINGTON/BASS EQUITIES, INC.
NA
01/21/1987 - 12/03/1988
SOURCE SECURITIES, INC.
NA
04/08/1982 - 02/03/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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