Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Snyder Thomas is a financial advisor with LPL Financial LLC. Karen has been in the financial services industry since 2010, working in Reston, VA. Karen is a licensed representative in both Florida and Virginia and has a Series 66 license, as well as Series 7 and Series 11 licenses. Previously, Karen was with Cadaret, Grant & Co., Inc. Karen can provide financial planning, consulting, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
05/12/2015 - Present
LPL Financial LLC (RESTON VA)
VA
10/22/2010 - 05/30/2013
CADARET, GRANT & CO., INC. (RESTON VA)
BOTH
Issued 06/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2010
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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