Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Teresa Loomis is an investment advisor representative associated with First Command Advisory Services. Karen has been in the financial industry since January 24, 2022 and has worked for First Command Brokerage Services, Inc. and First Command Insurance Services. Karen is registered with the state of Ohio as a registered investment advisor representative. Karen has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Karen is also a trustee for Richard and Patricia Loomis.
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.
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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2
TX
03/09/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 02/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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