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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 Lynn Kittrell is a financial advisor with Soltis Investment Advisors, LLC. Karen has over 30 years of experience in the financial services industry. Karen is a Certified Financial Planner and holds the Series 6 and Series 63 licenses. Karen specializes in financial planning, retirement planning, investment management and portfolio management. Karen's previous experience includes working at EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
11/20/2020 - Present
Soltis Investment Advisors, LLC (Novi MI)
NA
10/19/1990 - 02/26/1992
EQUICO SECURITIES, INC.
NA
10/19/1990 - 02/26/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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