Unclaimed
Karen Irwin is a financial advisor registered with Raymond James Financial Services, Inc. She has been active in the industry since 2007. Karen holds the Series 7, Series 63 and SIE securities licenses. She is licensed in 16 states, including Ohio, Florida, and California. Karen can assist you with a variety of financial planning needs, including investments and retirement planning.
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.
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2
OH
07/17/2007 - Present
Raymond James Financial Services, Inc. (PERRYSBURG OH)
BC
Issued 06/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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