Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Chermak is a financial advisor registered with BIP Wealth, LLC. Karen's practice is based in Atlanta, GA. She is a Registered Investment Advisor. She is a licensed professional in the state of Georgia and has been a registered representative since April 1996. Karen has passed both the Series 7 and Series 63 exams. Karen has a history of working in the financial industry, including a prior role at Charles Schwab & Co., Inc. She is currently registered with BIP Wealth, LLC and has been affiliated with the firm since May 2011. BIP Wealth, LLC is a registered investment advisor with over 2 billion dollars in assets under management. BIP Wealth, LLC provides a range of financial advisory services including financial planning, portfolio management, and educational seminars.
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.
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.
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GA
05/24/2011 - Present
BIP Wealth, LLC (ATLANTA GA)
GA
04/12/1996 - 08/19/2010
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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