Unclaimed
Karen Becker-Gemmill is a financial advisor with over 25 years of experience in the industry. Karen has held various roles at different financial firms including Allianz Life Financial Services, LLC, VOYA Financial Advisors, Inc., and Cetera Investment Advisers LLC. Karen has a strong track record of providing personalized financial planning services to individuals, businesses, and charitable organizations. Karen is passionate about helping her clients achieve their financial goals and is committed to providing them with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
07/01/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (EDINA MN)
MN
03/10/2011 - 06/10/2016
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
04/16/2004 - 03/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/16/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
06/26/2001 - 12/31/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
08/04/1998 - 01/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/1998 - 01/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/20/1996 - 05/13/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 3/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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