Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Beal is a registered investment advisor representative with Osaic Wealth, Inc. Karen has been in the industry since June 20, 1994 and has experience with a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Karen is registered with the state of Kansas and is also a registered representative with FINRA. Karen is licensed to provide financial advice in Arizona, Kansas, Missouri, Oklahoma, and Texas. Karen holds a Series 6, 7, 26, 63, and 66 license. Karen is also licensed to sell insurance products. In addition to working as an investment advisor representative, Karen also manages a farm, Beal Farms, and performs bookkeeping and other tasks for the farm. Karen is committed to providing her clients with personalized financial advice and helping them reach 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.
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.
1
2
KS
06/14/2024 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
07/14/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WICHITA KS)
CA
09/08/2004 - 07/25/2016
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NE
05/08/1997 - 09/01/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
06/14/1994 - 05/06/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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