Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Goldenberg is a financial advisor with LPL Financial LLC. She has been in the financial industry since 1983. Karen is registered with the state of Florida and 10 other states. Karen is also licensed to sell securities and variable contracts. Karen is committed to providing her clients with personalized financial advice and investment strategies. She specializes in financial planning, portfolio management, and retirement planning. Karen has extensive experience working with individuals, families, and businesses. She is dedicated to 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.
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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FL
12/08/2023 - Present
LPL Financial LLC (WELLINGTON FL)
FL
03/24/1983 - 12/12/2023
CADARET, GRANT & CO., INC. (WELLINGTON FL)
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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