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Karen Louise Bittenbender

Steward Partners Investment Solutions, LLC

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About Karen Louise Bittenbender

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.

Firm Information

Karen Bittenbender is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

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 Bittenbender’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Louise Bittenbender.
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