Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Louise Powell is a financial advisor with over 35 years of experience in the financial services industry. Karen has a broad range of experience in securities, commodities, and investment advising. She is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with TLG Advisors, Inc. Karen has a proven track record of success in providing financial advice to individuals, families, and businesses. Her specialties include financial planning, portfolio management, and retirement planning. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Karen is also a licensed insurance agent and has experience in managing rental properties.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
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
CO
02/10/2025 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
02/10/1999 - 07/11/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
09/25/1987 - 02/23/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/20/1986 - 09/24/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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