Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Chancy is a financial advisor with Intellus Advisors, LLC, located in Naples, FL. Karen has over 20 years of experience in the financial services industry. Karen is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Florida as an Investment Advisor Representative. Karen specializes in providing financial advice, financial planning, and investment management services to families and businesses. Karen's previous employment history includes working with Morgan Keegan & Company, Inc., Legg Mason Wood Walker, Incorporated, and Mutual Service Corporation. Karen is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
10/30/2024 - Present
Intellus Advisors, LLC (NAPLES FL)
FL
01/13/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
MD
01/28/2000 - 01/25/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
11/02/1999 - 01/20/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 04/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Karen Chancy is the right advisor for you? Invested Better is here to help.
