Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Nickerson Dejong is an investment advisor representative with over 20 years of experience in the financial services industry. Karen currently works at OSAIC WEALTH, INC. Karen holds a Series 66 license from the state of California and is a Registered Investment Advisor (RIA) in the state of California. Karen has been in the financial services industry since 1999 and has worked for several different firms, including Securities America, Inc., Foothill Securities, Inc., and Financial Network Investment Corporation. Karen is dedicated to providing clients with personalized financial advice and strategies. She is committed to helping clients achieve their financial goals. Karen also owns and operates a rental property management business in San Andreas.
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.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Andreas CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (San Andreas CA)
CA
09/02/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (Modesto CA)
CA
11/30/2000 - 09/08/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (MODESTO CA)
MN
05/03/2000 - 11/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/03/2000 - 11/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/28/1999 - 04/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1999 - 04/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 8/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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