Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lynn Martin is a financial advisor with Ameriprise Financial Services, LLC. Karen has been working in the financial services industry since June 1989 and is registered with the state of Texas as an investment advisor and broker-dealer. Karen's previous experience includes working with LPL FINANCIAL LLC, Raymond James Financial Services, Inc., Chase Investment Services Corp., WAMU INVESTMENTS, INC., WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, TRADESTAR INVESTMENTS,INC. and FIDELITY BROKERAGE SERVICES, INC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
12/01/2021 - Present
Ameriprise Financial Services, LLC (Mansfield TX)
TX
10/07/2021 - 12/03/2021
LPL FINANCIAL LLC (MANSFIELD TX)
TX
06/15/2015 - 10/07/2021
LPL FINANCIAL LLC (MANSFIELD TX)
TX
12/18/2014 - 06/16/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
10/11/2011 - 12/22/2014
LPL FINANCIAL LLC (ARLINGTON TX)
TX
05/02/2009 - 10/03/2011
CHASE INVESTMENT SERVICES CORP. (MIDLOTHIAN TX)
TX
07/18/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (DALLAS TX)
MO
07/01/2003 - 10/15/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/15/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
03/15/1989 - 08/23/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NA
04/07/1987 - 10/04/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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