Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Phillips is a financial professional with over 10 years of experience in the financial services industry. Karen is currently registered with Bankers Life Securities, Inc. Karen has passed the Series 6 and Series 63 exams. Karen has been registered in Missouri since 2016. Karen has also previously worked at PROEQUITIES, INC.
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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MO
07/05/2016 - Present
Bankers Life Securities, Inc. (Columbia MO)
MO
10/22/2013 - 12/31/2014
PROEQUITIES, INC. (COLUMBIA MO)
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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