Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren White is a financial advisor at Cetera Investment Advisers LLC in Schaumburg, IL. Karen has been working in the financial services industry since 2010. She specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Karen has a wide range of experience in the industry, having previously worked at LPL Financial LLC, Cetera Advisor Networks LLC, and Fidelity Investments Institutional Services Company, Inc. She holds both a Series 66 and Series 63 license, as well as a Series 7 and Series 6 license.
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
IL
05/21/2019 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
01/26/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SCHAUMBURG IL)
IL
10/02/2018 - 05/10/2019
LPL FINANCIAL LLC (ST. CHARLES IL)
IL
02/13/2014 - 10/04/2018
CETERA ADVISOR NETWORKS LLC (ST. CHARLES IL)
RI
07/27/1992 - 08/20/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 06/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen White is the right advisor for you? Invested Better is here to help.
