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 Sullivan is a financial advisor with over 20 years of experience in the industry. Karen has been registered with SEI Investments Distribution Co. since 2006. Karen holds Series 7 and 63 securities licenses as well as the SIE. Karen is currently registered with the state of Pennsylvania.
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.
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.
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2
PA
11/02/2006 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
09/21/1998 - 11/10/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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