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 Szylowski is a financial advisor who has been in the industry since June 17, 2000. Karen currently works at Northwestern Mutual Investment Services, LLC where she has been registered since August 25, 2000. Prior to working at Northwestern Mutual Investment Services, LLC, Karen worked at ROBERT W. BAIRD & CO. INCORPORATED and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Karen holds licenses in 22 states. She also has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MO
08/25/2000 - Present
Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)
WI
08/25/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
08/22/1989 - 10/28/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/22/1989 - 10/28/1989
IDS LIFE INSURANCE COMPANY
BOTH
Issued 07/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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