Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Rene Burtis is an investment advisor representative with State Farm Investment Management Corp., licensed in Delaware, Georgia, Illinois, Maryland, Pennsylvania, and Virginia. Karen has been in the industry since June 9, 2004. Karen has a Series 6, Series 26, and Series 63 license as well as the SIE exam. Karen is also a Chartered Financial Consultant. Karen is currently working with State Farm Investment Management Corp., and Karen Michaels' Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MD
06/11/2024 - Present
State Farm Investment Management Corp. (North East MD)
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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