Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Larson Copper is a financial professional with over 30 years of experience in the industry. Karen currently works at Raymond James & Associates, Inc., where she has been registered since 2013. Karen is also licensed as a Series 63, Series 53, Series 24, Series 57TO, Series 52TO, SIE, Series 55, Series 3, and Series 7 representative. Karen has a proven track record of success in the financial services industry and is committed to providing her clients with personalized financial advice and guidance. Prior to joining Raymond James, Karen was employed by MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.. Karen began her career at PAINEWEBBER INCORPORATED.
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.
Please see note in schedule d - miscellaneous
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
AL
02/13/2013 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
01/05/1994 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
04/19/1988 - 01/01/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/1992
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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