Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Baszak is a financial advisor with Pure Financial Advisors, LLC. Karen has been in the financial industry since 2000 and has a strong background in both investment advising and brokerage services. Karen is a Certified Financial Planner® and holds a Series 6, 7, 24, 63 and 65 license. Karen is dedicated to providing personalized financial planning and investment management services to individuals and families. Karen works with clients to develop and implement customized financial plans to help them reach their financial goals. Karen is committed to building long-term relationships with her clients and providing them with the highest level of service.
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.
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
CA
07/05/2017 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
02/11/2005 - 03/09/2009
LPL FINANCIAL CORPORATION (CORONADO CA)
MN
01/02/2001 - 01/19/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
07/03/2000 - 12/19/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 05/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Karen Baszak is the right advisor for you? Invested Better is here to help.
