Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren M. Sandrella is a financial advisor currently registered with LPL Financial LLC in Waverly, Iowa and Warren, Ohio. Karen has been active in the financial industry since November 2018. She holds Series 63, 65, SIE, and 6TO licenses. Karen also has experience with CUNA Brokerage Services, Inc. and J.P. Morgan Securities LLC. Karen M. Sandrella offers financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
12/08/2022 - Present
LPL Financial LLC (Waverly IA)
OH
02/07/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WARREN OH)
OH
11/21/2018 - 01/28/2022
J.P. MORGAN SECURITIES LLC (AURORA OH)
IA
Issued 12/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karen Sandrella is the right advisor for you? Invested Better is here to help.
