Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Buckley is a financial advisor who has been in the industry since 1994. Karen is registered in Virginia and has a Series 6, Series 63, and Series 65 license. She is currently affiliated with LPL Enterprise, LLC. Karen has experience working with individuals and businesses, and she offers a range of financial services including financial planning, portfolio management, consulting, and other non-discretionary advisory services. She is also involved in educational seminars. Prior to joining LPL Enterprise, LLC, Karen has worked with MSI Financial Services, Inc., New England Securities, NYLIFE Securities Inc. and Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
VA
11/14/2024 - Present
LPL Enterprise, LLC (VIENNA VA)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
11/30/2005 - 01/02/2015
NEW ENGLAND SECURITIES (ROCKVILLE MD)
NY
07/01/2005 - 11/14/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
09/15/1994 - 06/21/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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