Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Valdez is a registered representative with Oneamerica Securities, Inc. Karen has over 30 years of experience in the financial services industry. Karen holds the Series 6 and SIE licenses and has been registered with FINRA since 1988. Karen has specialized in providing financial planning, portfolio management, and pension consulting to individuals, corporations, and other businesses.
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.
1
2
IN
11/02/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IL
03/01/2019 - 11/19/2021
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
IL
02/08/2008 - 03/15/2017
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
08/28/2003 - 12/20/2007
ALLSTATE FINANCIAL SERVICES, LLC (BUFFALO GROVE IL)
IL
02/01/1995 - 08/10/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NA
09/18/1990 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
NA
10/03/1988 - 03/22/1989
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 03/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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