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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 Stancombe is an Investment Advisor Representative associated with CG Advisory Services. Karen Stancombe is registered with the state of Michigan. Karen Stancombe is a registered Investment Advisor Representative with the state of Michigan. Karen Stancombe is also registered with the state of Michigan as a Securities Agent. Karen Stancombe has been in the industry since 8/31/2001. Karen Stancombe has held prior registrations with H.D. Vest Investment Services, and has been associated with CG Advisory Services since 01/23/2020. Karen Stancombe is an experienced advisor with a strong background in financial planning and portfolio management. Karen Stancombe has worked with a wide range of clients, including individuals, businesses, and non-profit organizations. Karen Stancombe's focus is on providing customized financial advice and solutions that meet the individual needs of her clients. Karen Stancombe specializes in working with high-net-worth individuals, corporations, and non-profit organizations. Karen Stancombe holds the Series 6, Series 7, Series 63 and Series 65 licenses. Karen Stancombe has a passion for helping people achieve their financial goals and dreams.
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.
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MI
01/23/2020 - Present
CG Advisory Services (Howell MI)
MI
08/31/2001 - 12/31/2009
H.D. VEST INVESTMENT SERVICES (FOWLERVILLE MI)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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