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 OBrien is an active investment advisor representative with Lifemark Securities Corp., located in Ocala, FL. Karen has been in the securities industry for over 26 years and is registered in Florida. Karen is also registered as an investment advisor representative with Lifemark Securities Corp. in Florida. Before working with Lifemark Securities Corp., Karen has worked with Foresters Equity Services, Inc., AXA Advisors, LLC, Calton & Associates, Inc., VALIC Financial Advisors, Inc., Securities Management & Research, Inc., and Nationwide Investment Services Corporation. Karen has also worked as an independent insurance agent and co-founder of Artic Solar, Inc. Karen has passed the Series 6, Series 63, Series 65, and SIE exams. Karen specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
10/31/2018 - Present
Lifemark Securities Corp. (Ocala FL)
CA
02/01/2017 - 10/31/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
03/06/2014 - 01/24/2017
AXA ADVISORS, LLC (JACKSONVILLE FL)
FL
01/03/2006 - 03/03/2014
CALTON & ASSOCIATES, INC. (TAMPA FL)
TX
10/08/2003 - 01/04/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
07/30/1999 - 09/19/2003
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
OH
10/29/1996 - 12/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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