Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Reifel is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, California. Karen has over 15 years of experience in the financial services industry. Karen holds the Series 63, Series 66, and Series 7 licenses. Karen is a Certified Financial Planner and also a licensed insurance agent. Karen specializes in financial planning, portfolio management, and insurance products. Karen is committed to providing her clients with personalized financial advice and services.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
01/27/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
04/16/2007 - 06/21/2011
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
BOTH
Issued 07/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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