Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Geiling has been in the financial industry since 1997 and is currently registered with Cambridge Investment Research Advisors, Inc. in Lebanon, NH. Karen Geiling has worked with AVANTAX INVESTMENT SERVICES, INC. and INTERVEST INTERNATIONAL EQUITIES CORPORATION in the past. Karen Geiling is also an Enrolled Agent and provides tax services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
02/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Lebanon NH)
NH
11/13/1998 - 02/19/2021
AVANTAX INVESTMENT SERVICES, INC. (Lebanon NH)
CO
05/29/1996 - 05/28/1997
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
BOTH
Issued 10/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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