Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Vergara is an Investment Advisor Representative at Allgen Financial Advisors, Inc. located in Orlando, Florida. Karen has been in the industry since September 2008, specializing in providing investment advice to individuals, corporations and charitable organizations. Karen holds a Series 65 license and has been registered with the state of Florida since June 2018. Karen's other business activities include ownership of a real estate management entity. Karen has experience in various roles such as a certified public accountant, a real estate professional, and an insurance agent.
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.
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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FL
06/20/2018 - Present
Allgen Financial Advisors, Inc. (ORLANDO FL)
IA
Issued 06/02/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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