Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Roberts is a financial advisor with J. W. Cole Advisors, Inc. located in Tampa, Florida. Karen has been working in the financial industry for over 30 years and has a strong track record of helping clients achieve their financial goals. Karen is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 licenses. Karen is also a Chartered Financial Consultant. Karen is dedicated to providing personalized financial advice and guidance to her clients.
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.
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.
Hourly & fixed rate consulting
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
FL
11/08/2012 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
01/02/2003 - 11/08/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
IN
01/02/2003 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
01/04/2000 - 12/31/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
11/29/1995 - 02/12/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/05/1990 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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