Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lapina is a financial advisor at Fragasso Financial Advisors. Karen has been in the financial services industry since 1997. Karen is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Karen is licensed to provide financial advice in several states, including Pennsylvania, California, Delaware, Maryland, New Jersey, Florida, South Carolina, Washington and the District of Columbia. Karen specializes in financial planning, pension consulting 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.
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.
1
2
PA
12/19/2002 - Present
Fragasso Financial Advisors (PITTSBURGH PA)
PA
05/24/2004 - 08/03/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
07/29/2003 - 04/13/2004
BPU INVESTMENT GROUP, INC. (PITTSBURGH PA)
SC
08/15/2000 - 08/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
04/27/1992 - 10/07/1994
CIGNA FINANCIAL ADVISORS,INC.
NA
02/14/1991 - 11/20/1991
VANGUARD MARKETING CORPORATION
IA
Issued 07/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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