Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Krolak is a registered investment advisor representative at Cadaret, Grant & CO., Inc. in Toledo, Ohio. Karen has been in the securities industry since 2019. Karen has passed the Series 63, Series 65 and Series 7TO exams. Karen holds an active license in Michigan and Ohio. Karen also has a DBA called "Capital Management Strategies" and works as a financial professional. Karen's specializations include financial planning, pension consulting, educational seminars, and selection of other advisors. Karen manages assets for high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
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
OH
06/01/2021 - Present
Cadaret, Grant & CO., Inc. (TOLEDO OH)
IA
Issued 05/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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