Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Schleuss is a financial advisor with Raymond James Financial Services Advisors, Inc., with over 11 years of experience in the industry. Karen holds a Series 6, 7, 63 and 65 license, as well as the SIE. Karen has worked for various firms throughout her career, including LPL Financial LLC, UVEST Financial Services Group, Inc. and PNC Investments. Karen focuses on helping individuals and families reach their financial goals, and offers a range of services including portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
06/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (Hagerstown MD)
MD
08/17/2020 - 03/03/2021
PNC INVESTMENTS (FREDERICK MD)
WV
07/05/2011 - 03/27/2020
LPL FINANCIAL LLC (CHARLES TOWN WV)
WV
03/31/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLES TOWN WV)
IA
Issued 10/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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