Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Boschert is an Investment Advisor Representative registered with Exencial Wealth Advisors. Karen has been in the financial services industry for over 15 years and holds the Series 7, Series 63, Series 65, and SIE licenses. Karen has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Karen is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Exencial Wealth Advisors specializes in financial planning, portfolio management, and investment advisory 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.
General consulting
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.
Revenue sharing arrangement
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2
OK
03/20/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
CA
10/21/2016 - 01/31/2018
TD AMERITRADE, INC. (CORTE MADERA CA)
NY
12/21/2007 - 08/18/2016
FIDELITY BROKERAGE SERVICES LLC (MT KISCO NY)
IA
Issued 12/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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