Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ruth Eyster is a financial professional with over 30 years of experience in the financial industry. Karen has worked for several firms including Advantage Capital Corporation, Eверен Securities, Inc., Prudential Securities Incorporated, Cowen & Co., and Texas First Brokerage Services, Inc. Karen is currently a registered representative with Next Financial Group, Inc. Karen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Seminar/workshop attendance fees
1
2
TX
09/26/2006 - Present
Next Financial Group, Inc. (HOUSTON TX)
GA
07/02/1996 - 08/25/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MO
07/02/1992 - 06/27/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/12/1986 - 07/07/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/03/1986 - 12/08/1986
COWEN & CO.
NA
08/27/1985 - 02/19/1986
TEXAS FIRST BROKERAGE SERVICES, INC.
NA
06/22/1983 - 05/14/1984
COWEN & CO.
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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