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 Metcalfe is a financial professional with over 20 years of experience in the financial services industry. Karen is currently registered with Ameritas Investment Company, LLC and holds Series 6, Series 63, and SIE licenses. Karen has previously worked with H. Beck, Inc. and MTL Equity Products, Inc.. Karen's experience and qualifications make her well-suited to help clients achieve their financial goals.
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
IL
06/17/2013 - Present
Ameritas Investment Company, LLC (Bolingbrook IL)
IL
01/03/2007 - 07/15/2013
H. BECK, INC. (BOLINGBROOK IL)
IL
01/29/2002 - 12/31/2006
MTL EQUITY PRODUCTS, INC. (BOLINGBROOK IL)
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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