Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Flannery is a financial advisor with LPL Financial LLC. Karen has been working in the financial industry since 2010. Karen is registered with the state of New Jersey as a Registered Representative. Karen is also registered with the state of Florida, New Jersey, and New York as an Investment Advisor Representative. Karen has a Series 7 and Series 63 license. Karen also holds the Series SIE exam. Karen is a Certified Financial Planner. Karen is the owner of Flannery and Associates, LLC which is a tax prep and accounting firm and is a trustee for a Special Needs Trust. Karen also works as a registered representative with LPL Financial LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
04/23/2024 - Present
LPL Financial LLC (Long Branch NJ)
NJ
10/21/2010 - 04/22/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (SPRING LAKE HEIGHTS NJ)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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