Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Pride is an investment advisor representative with Palisade Investments, LLC, a firm located in Zephyr Cove, NV. Karen has been in the industry since 2000. Karen's previous employment includes several other firms in the financial services industry, including PURSHE KAPLAN STERLING INVESTMENTS, TRICOR FINANCIAL, LLC, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., STONEHURST SECURITIES, INC., MERRIMAC CORPORATE SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC., INVESTMENT MANAGEMENT CORPORATION, PRIME CAPITAL SERVICES, INC. and SUNAMERICA SECURITIES, INC. Karen holds Series 6, 7, 63 and 65 securities licenses. Karen specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NV
05/17/2016 - Present
Palisade Investments, LLC (ZEPHYR COVE NV)
NV
05/15/2013 - 09/03/2013
PURSHE KAPLAN STERLING INVESTMENTS (LAS VEGAS NV)
NV
06/17/2010 - 05/03/2013
TRICOR FINANCIAL, LLC (LAS VEGAS NV)
IA
01/14/2010 - 02/19/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NV
01/02/2008 - 10/19/2009
STONEHURST SECURITIES, INC. (LAS VEGAS NV)
NV
11/30/2006 - 12/19/2007
MERRIMAC CORPORATE SECURITIES, INC. (LAS VEGAS NV)
NV
12/02/2002 - 11/15/2006
ROYAL ALLIANCE ASSOCIATES, INC. (LAS VEGAS NV)
UT
11/07/2003 - 11/25/2003
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
NY
02/20/2002 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
01/04/2000 - 02/26/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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