Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kwiatkowski is a financial advisor with LPL Financial LLC. Karen has been in the financial services industry since 1982. Karen is registered in Illinois, Texas, Colorado, Missouri, Tennessee and Wisconsin. Karen has a Series 6, 7, 22, 63 and 65 license. Karen also holds the Certified Financial Planner designation. Karen is committed to providing her clients with personalized financial advice and services. Karen has a strong understanding of the financial markets and is dedicated to helping her clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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IL
07/14/2022 - Present
LPL Financial LLC (VILLAGE OF LAKEWOOD IL)
IL
08/11/1982 - 07/21/2021
WADDELL & REED (VILLAGE OF LAKEWOOD IL)
IA
Issued 01/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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