Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Paige Shute is a financial advisor with over 40 years of experience in the industry. Karen is currently registered with J. W. Cole Advisors, Inc., and has offices in both Tampa, FL and State College, PA. Karen also has a strong track record with Grove Point Investments, LLC, and Walnut Street Securities, Inc. Karen offers a full scope of financial planning and related client services. Karen is also licensed to sell life, disability, and long-term care insurance as well as variable annuity products, and provides ongoing monitoring of existing policies for her current clients. Karen is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Karen is also qualified to provide investment advice to individuals, businesses, and charitable organizations.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
08/01/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
PA
05/31/2013 - 08/01/2023
GROVE POINT INVESTMENTS, LLC (State College PA)
PA
12/15/2003 - 06/05/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
DE
03/07/1981 - 08/15/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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