Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Marie Creel is a financial advisor with over 10 years of experience in the industry. She currently works at The Leaders Group, Inc. in St. Petersburg, Florida. Karen previously worked at ROCKEFELLER FINANCIAL LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, and METLIFE INVESTORS DISTRIBUTION COMPANY.
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.
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.
1
2
FL
08/02/2024 - Present
THE Leaders Group, Inc. (St Petersburg FL)
NY
05/03/2023 - 02/23/2024
ROCKEFELLER FINANCIAL LLC (New York NY)
NY
01/05/2017 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
TX
12/20/2012 - 01/13/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (DALLAS TX)
CO
09/15/2010 - 12/31/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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