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 Plotkin is a financial advisor with Raymond James Financial Services Advisors, Inc. Karen has been working in the financial services industry since 1990. She holds Series 7 and SIE licenses and is registered with the state of Florida. Karen's previous experience includes roles at Salomon Smith Barney Inc. and Prudential Securities Incorporated. Karen specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and institutions. She is committed to helping her 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
09/03/2009 - Present
Raymond James Financial Services Advisors, Inc. (Boynton Beach FL)
NY
03/31/1994 - 01/30/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/13/1990 - 02/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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