Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren McDaniel is a financial professional with over 20 years of experience in the industry. Karen is currently registered with Southstate|duncanwilliams Securities Corp. in Memphis, TN. Karen's previous experience includes working with Stephens Inc., FTN Financial Securities Corp, and T. Rowe Price Investment Services, Inc. Karen holds licenses for Series 6, 7, 63, and 66, as well as the SIE exam. Karen is registered in 49 states.
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
TN
10/03/2007 - Present
Southstate|duncanwilliams Securities Corp. (MEMPHIS TN)
TN
02/10/2005 - 05/17/2006
STEPHENS INC. (NASHVILLE TN)
TN
08/13/2002 - 07/28/2004
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
MD
11/16/1999 - 10/10/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 10/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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