Unclaimed
Karen Sciarra is a financial advisor with Global Retirement Partners LLC, a firm providing financial and investment advice. Karen has been in the financial services industry since 1995. Karen has experience serving a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans and individuals other than high-net-worth. Karen is registered in Florida, Illinois, Maryland, and Pennsylvania. Karen holds the Series 6, 63, and 65 licenses. Karen also has experience in portfolio management for businesses and individuals, financial planning, and pension consulting. Karen is also an Investment Advisor Representative for Independent Financial Partners. Karen is dedicated to providing clients with personalized advice and guidance.
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.
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
PA
03/29/2019 - Present
Global Retirement Partners LLC (Fort Washington PA)
PA
11/30/2010 - 11/05/2019
LPL FINANCIAL LLC (FORT WASHINGTON PA)
PA
02/25/2008 - 11/30/2010
NRP FINANCIAL, INC. (FT WASHINGTON PA)
PA
01/03/2005 - 03/05/2008
NFP SECURITIES, INC. (HORSHAM PA)
PA
05/09/1997 - 10/27/2003
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
01/03/1995 - 01/31/1997
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 05/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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