Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Hamlin has been in the financial services industry for over 15 years. Karen is a registered representative with Edward Jones. Karen has held prior positions with firms such as Fidelity Brokerage Services LLC, W&S Brokerage Services, Inc., and State Farm VP Management Corp. Karen is currently licensed in 51 states and 2 jurisdictions. Karen has passed Series 63, Series 66 and Series 7 exams. Karen specializes in providing financial advice and investment management services.
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.
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.
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.
See schedule d - miscellaneous
1
2
OH
07/13/2023 - Present
Edward Jones (West Union OH)
OH
04/11/2023 - 07/06/2023
J.P. MORGAN SECURITIES LLC (CINCINNATI OH)
KY
02/15/2022 - 09/09/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/29/2021 - 01/13/2022
W&S BROKERAGE SERVICES, INC. (Maysville KY)
IL
12/04/2018 - 02/03/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NC
09/14/2016 - 01/17/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ASHEVILLE NC)
NC
05/10/2014 - 12/31/2015
FIRST CITIZENS INVESTOR SERVICES, INC. (HENDERSONVILLE NC)
NC
08/26/2011 - 05/09/2012
WELLS FARGO ADVISORS, LLC (ASHEVILLE NC)
NC
10/03/2008 - 08/28/2009
EDWARD JONES (FLAT ROCK NC)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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