Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Johnson is a financial advisor who has been in the industry since 1994. Karen is currently registered with Cetera Investment Advisers LLC and has previously worked with UBS Financial Services Inc., McDonald Investments Inc., and FirstMerit Securities, Inc. Karen has a wide range of experience in the financial services industry, with expertise in financial planning, portfolio management, and pension consulting. Karen provides investment advice to individuals, families, and businesses. Karen offers a variety of financial services including investment management, financial planning, retirement planning, and college savings planning. Karen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (CUYAHOGA FALLS OH)
OH
02/09/2007 - 10/09/2007
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
07/23/1996 - 02/09/2007
MCDONALD INVESTMENTS INC. (HUDSON OH)
OH
02/01/1994 - 08/08/1996
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BC
Issued 6/3/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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