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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Derose is an experienced financial advisor with over 27 years of experience. Karen is registered to offer securities and investment advisory services in 34 states. Karen is currently employed with Osaic Wealth, Inc. and is licensed to conduct business through the firm's offices in Longboat Key, FL, Summerville, SC, Chicago, IL and Middletown, NJ. Karen has been associated with Lincoln Financial Advisors Corporation in the past. Karen is a Series 6, 7 and 63 licensed holder. She also passed the Series 65 exam and the SIE exam. Karen holds the following specializations: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
FL
01/24/2025 - Present
Osaic Wealth, Inc. (LONGBOAT KEY FL)
IN
01/25/1996 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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