Unclaimed
Karen White is a financial advisor with Cetera Investment Advisers LLC in Schaumburg, Illinois. Karen has been a financial advisor for over 30 years and has a strong track record of helping clients achieve their financial goals. Karen is committed to providing personalized service and building long-term relationships with her clients. Karen is also dedicated to continuing her education and staying up-to-date on the latest financial trends and regulations. In addition to working with Cetera Investment Advisers LLC, Karen has also previously worked with First Allied Securities, Inc., LPL Financial LLC, Cetera Advisor Networks LLC, and Fidelity Investments Institutional Services Company, Inc..
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 6/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/5/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 7/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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