Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Gaspar is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Karen has been in the financial industry since 1986 and has a strong background in securities and investments. Karen has held previous roles at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DAVENPORT & COMPANY LLC. Karen is a registered representative in Virginia. Karen has specialized expertise in various areas, including securities, investments, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
VA
02/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTESVILLE VA)
VA
11/05/2013 - 03/02/2023
MORGAN STANLEY (Charlottesville VA)
VA
05/15/2008 - 10/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
VA
03/18/1996 - 05/01/2008
DAVENPORT & COMPANY LLC (CHARLOTTESVILLE VA)
NC
01/01/1991 - 01/29/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
04/25/1986 - 01/01/1991
BUTCHER & SINGER INC.
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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