Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Jordan is a financial advisor with Charles Schwab & CO., Inc. Karen has been in the industry since 1997. Karen holds a Series 7, 9, 10, 24, 63 and 66 license and is registered with the state of California. Karen also holds the Certified Financial Planner designation. Karen has been a financial advisor with Charles Schwab & CO., Inc. since 2015 and has been a partner in C,B,G & T Properties LLC since 2009. Karen also owns and operates Karen Jordan Photography. Karen has experience in financial planning, portfolio management, and selection of other advisors. Karen is currently registered with the state of California and is active in both the brokerage and investment advisor businesses. Karen is an experienced financial advisor with a strong track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
05/20/2015 - Present
Charles Schwab & CO., Inc. (Mission Viejo CA)
CA
04/23/2023 - 05/19/2024
TD AMERITRADE, INC. (MISSION VIEJO CA)
BOTH
Issued 09/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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