Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Cunningham is a financial advisor with Kestra Advisory Services, LLC. Karen has been working in the financial industry since 1983. Karen is licensed to provide investment advice in Oklahoma and Texas. Karen has a broad range of experience in financial planning, portfolio management and investment advisory services. Karen also holds the Chartered Financial Consultant designation.
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.
1
2
OK
07/27/2023 - Present
Kestra Advisory Services, LLC (OKLAHOMA CITY OK)
MD
10/11/1989 - 08/09/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
03/31/1989 - 10/17/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/23/1987 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
08/29/1986 - 07/01/1987
MANEQUITY, INC.
NA
07/03/1986 - 09/03/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
02/28/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
NA
05/26/1983 - 02/06/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 05/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Cunningham is the right advisor for you? Invested Better is here to help.
