Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Walker is a financial advisor with over 20 years of experience in the industry. She is currently registered with Silver Oak Securities, Inc. and has previously worked for LPL Financial LLC, INVEST FINANCIAL CORPORATION, CETERA INVESTMENT SERVICES LLC, and COMERICA SECURITIES. Karen is committed to providing personalized financial advice and guidance to help her clients achieve their financial goals. She is also a licensed agent in the state of Michigan.
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.
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MI
01/31/2022 - Present
Silver OAK Securities, Inc. (Lansing MI)
MI
02/14/2018 - 02/08/2022
LPL FINANCIAL LLC (LANSING MI)
MI
10/02/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (LANSING MI)
MI
05/05/2006 - 08/14/2013
CETERA INVESTMENT SERVICES LLC (LANSING MI)
MI
06/25/2001 - 04/11/2006
COMERICA SECURITIES (MIDLAND MI)
BC
Issued 10/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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