Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kay Benefiel is an investment advisor representative at Lexaurum Advisors, LLC. Karen has been in the industry since 1997. Karen is registered with the state of Nebraska and Texas. Lexaurum Advisors, LLC is a registered investment advisor firm.
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.
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.
Monthly fee
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2
NE
05/31/2023 - Present
Lexaurum Advisors (OMAHA NE)
TX
06/17/1998 - 12/05/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
08/28/1997 - 05/22/1998
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
BC
Issued 10/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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