Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Woodliff is a financial professional with over 20 years of experience in the industry. Karen is currently registered with Municipal Capital Markets Group, Inc. in Texas. Karen holds Series 7, 27, 63, 99TO, and SIE licenses and has demonstrated expertise in financial services. Karen is dedicated to providing clients with personalized financial guidance and solutions.
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.
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.
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2
TX
02/17/2003 - Present
Municipal Capital Markets Group, Inc. (DALLAS TX)
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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