Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Savage is a financial advisor at LPL Financial LLC. Karen is registered with the state of New Mexico and Arizona. Karen has been in the financial services industry since 1999. Karen has a Series 7, 24, 66 and SIE. Karen holds the Certified Financial Planner designation. Karen has previous experience working at RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Karen's previous experience and current registrations provide a strong foundation for advising individuals, families, and businesses with 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.
Consulting and other non-discretionary advisory services
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.
1
2
NM
08/13/2019 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
07/24/2009 - 08/13/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NM
03/09/1999 - 07/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 03/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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