Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Michelle Vitt is a financial advisor with Truist Advisory Services, Inc., located in Melbourne, FL. Karen has been in the financial industry since 1999, working with clients in various capacities. Karen has a strong background in financial planning, portfolio management, and investment advice. Karen is dedicated to providing personalized and comprehensive financial guidance to her clients, helping them achieve their financial goals. Karen is registered as a Broker-Dealer and Investment Advisor Representative in Florida. She is also registered in 53 states and the District of Columbia as a Broker-Dealer. Karen Michelle Vitt is committed to providing her clients with the highest level of service and expertise, helping them navigate the complex world of finance with confidence.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
01/26/2021 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
11/01/2018 - 10/20/2020
AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)
FL
09/12/2018 - 10/15/2018
TD AMERITRADE, INC. (MELBOURNE FL)
FL
08/29/2016 - 05/11/2018
SUNTRUST INVESTMENT SERVICES, INC. (PALM BAY FL)
FL
11/13/2009 - 08/22/2016
PNC INVESTMENTS (ROCKLEDGE FL)
FL
11/13/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (ROCKLEDGE FL)
FL
10/27/2003 - 03/12/2008
WAMU INVESTMENTS, INC. (INDIAN HARBOR BEACH FL)
MO
06/16/1997 - 03/14/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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