Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Clemens is a Certified Financial Planner with over 17 years of experience in the financial services industry. Karen is a registered representative of Cambridge Investment Research, Inc. and an investment advisor representative of Cambridge Investment Research Advisors, Inc. She is licensed in multiple states and has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Karen specializes in retirement planning, college savings, and estate planning. She is committed to providing personalized financial advice and helping her clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
12/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (West Chester PA)
BOTH
Issued 10/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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