Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren R. Keatley is a financial advisor registered with Modera Wealth Management, LLC and has been in the industry since December 2006. Karen is a Certified Financial Planner and a Chartered Financial Analyst and has been a licensed Investment Advisor Representative since January 2020. Karen specializes in providing financial planning and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Karen is also a Managing Partner of RED DOG PROPERTIES OF CHARLOTTE.
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.
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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NC
01/02/2020 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
Active
Inactive
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