Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lynne Weber is a financial advisor with Osaic Wealth, Inc., located in NEW HOLSTEIN, WI. Karen has been in the financial industry for over 10 years and holds the Series 7, SIE, and Series 66 licenses. Karen has been a registered representative and investment advisor with Belke Financial Group since 2013. Prior to joining Osaic Wealth, Inc. Karen worked with Woodbury Financial Services, Inc. and SII Investments, Inc. Karen offers a wide range of financial services, including financial planning, pension consulting, portfolio management, and tax preparation. Karen has a strong commitment to helping her clients achieve their financial goals and providing them with the personalized attention they deserve.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (NEW HOLSTEIN WI)
WI
10/26/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NEW HOLSTEIN WI)
WI
06/26/2013 - 10/26/2017
SII INVESTMENTS, INC. (NEW HOLSTEIN WI)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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