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Karen Leslie Bean

Stonex Financial Inc.

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About Karen Leslie Bean

Karen Leslie Bean is a financial advisor with Stonex Financial Inc., located in New York, NY. Karen has over 20 years of experience in the financial services industry, having been registered with the Securities and Exchange Commission since 2001. Karen is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Karen holds the Series 6, Series 7, and Series 63 licenses.

Firm Information

Karen Bean is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karen Bean’s Registration & Firm History

NY

04/05/2024 - Present

Stonex Financial Inc. (NEW YORK NY)

TX

01/09/2003 - 12/12/2023

FLAGSTAR ADVISORS (HOUSTON TX)

NY

08/23/2001 - 12/20/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Leslie Bean.
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