Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Alimi is a financial advisor at Wells Fargo Clearing Services, LLC. Karen has been in the financial services industry since 2007. Karen holds both Series 63 and 66 licenses and is registered in 28 states and has experience working at firms such as NYLIFE Securities LLC and Fidelity Brokerage Services LLC. Karen works with a variety of clients including individuals, corporations, and charitable organizations. Karen provides investment advisory services and financial planning.
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.
1
2
FL
02/16/2018 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
10/28/2008 - 06/11/2010
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
FL
09/03/2007 - 09/12/2008
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karen Alimi is the right advisor for you? Invested Better is here to help.
