Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Haid is a financial professional with over 25 years of experience in the industry. Karen currently works with Raymond James & Associates, Inc. Her career began at Barnett Investments, Inc. in 1996. Throughout her career, Karen has held positions with NationsBanc Investments, Inc., A. G. Edwards & Sons, Inc. and UBS Financial Services Inc. Karen has demonstrated expertise in a variety of financial services, with a focus on portfolio management for individuals and 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/23/2006 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
NJ
09/21/2004 - 07/10/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
09/15/1998 - 06/23/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
04/01/1998 - 06/04/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
11/20/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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