Unclaimed
Karen Louise Bittenbender is a financial advisor who is currently registered with Steward Partners Investment Solutions, LLC. Karen has been in the industry since 2018 and has held previous roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Karen holds Series 7, Series 63 and SIE licenses and is registered to conduct business in 23 states.
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.
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.
1
2
VA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (Norfolk VA)
VA
05/06/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Norfolk VA)
VA
03/09/2018 - 05/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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