Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Swartz Osborn is a financial professional with over 7 years of experience in the financial services industry. Karen is currently registered with Grove Point Advisors, LLC and holds Series 6, 63, 65, and SIE licenses. Karen has a diverse background, having previously worked with Beaconsfield Financial Services, Inc. and Sentinel Financial Management. Karen's experience includes working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Karen is dedicated to providing clients with comprehensive financial planning and investment management 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.
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
PA
04/01/2021 - Present
Grove Point Advisors, LLC (Pittsburgh PA)
PA
03/10/2017 - 02/10/2021
BEACONSFIELD FINANCIAL SERVICES, INC. (Pittsburgh PA)
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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