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Karen Marie Reen

Valley Financial Management, Inc.

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About Karen Marie Reen

Karen Marie Reen is a financial professional with over two years of experience in the industry. Karen is currently a registered representative and investment advisor representative at Valley Financial Management, Inc. Karen is a Series 27 licensed principal and specializes in portfolio management for individuals. Karen previously worked at DV Financial Services, LLC.

Firm Information

Karen Reen is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Reen’s Registration & Firm History

AZ

10/04/2023 - Present

Valley Financial Management, Inc. (Phoenix AZ)

AZ

02/17/2022 - 10/13/2023

DV FINANCIAL SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 12/31/2021

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Marie Reen.
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