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 Norrman is an investment advisor representative with Cetera Investment Advisers LLC. Karen has been in the financial services industry since 1997. Karen has passed the Series 7, Series 6, Series 63 and Series 66 exams and holds registrations in Connecticut, Florida, Georgia, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, and Tennessee. Karen has a strong background in financial planning and portfolio management, and she is dedicated to helping her clients achieve their financial goals. Karen is also an independent insurance agent and owns rental property.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Worcester MA)
MA
11/24/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Worcester MA)
MA
07/31/2017 - 11/27/2020
CITIZENS SECURITIES, INC. (GROTON MA)
MA
06/09/2016 - 08/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILLBURY MA)
CT
03/14/2014 - 06/06/2016
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
MA
02/05/2007 - 03/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
IL
10/04/2002 - 02/08/2005
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
12/06/2000 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
CT
02/29/2000 - 12/19/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
06/13/1995 - 06/22/1999
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
IN
03/28/1994 - 06/03/1994
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
06/01/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
BOTH
Issued 3/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Norrman is the right advisor for you? Invested Better is here to help.
