Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Maurer is a financial advisor in Plymouth, MA and has been in the industry for over 12 years. Karen Maurer is a registered representative of LPL Financial LLC and provides financial advice to individual clients, families, and small businesses. Karen Maurer specializes in financial planning, retirement planning, college savings, and investment management. Karen Maurer is a licensed agent in Massachusetts and has held various previous positions at Proequities, Inc., Santander Securities LLC, and Waddell & Reed. Karen Maurer is also an active member of the community and is involved in several local charities.
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.
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2
MA
07/22/2021 - Present
LPL Financial LLC (PLYMOUTH MA)
MA
11/30/2020 - 07/21/2021
WADDELL & REED (PLYMOUTH MA)
MA
04/06/2016 - 08/28/2020
SANTANDER SECURITIES LLC (PLYMOUTH MA)
MA
06/09/2010 - 04/11/2016
PROEQUITIES, INC. (MIDDLEBORO MA)
MA
02/25/2010 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (FRAMINGHAM MA)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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