Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Bostick is a financial advisor with over 30 years of experience in the industry. Karen has held positions with a number of firms including Federated Securities Corp., PNC Brokerage Corp., J.J.B. Hilliard, W.L. Lyons, Inc., and Blue Vase Securities, LLC. Karen is currently registered with LPL Financial LLC and has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Karen holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam certification. Karen is committed to providing her clients with personalized attention and customized solutions to meet their individual financial needs.
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
PA
10/31/2024 - Present
LPL Financial LLC (SEWICKLEY PA)
PA
07/09/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
KY
06/01/2002 - 07/02/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/16/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
07/13/1993 - 11/02/2000
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NA
10/21/1986 - 04/12/1988
FEDERATED SECURITIES CORP.
IA
Issued 08/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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