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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Tolbert Jones is a financial advisor with Cetera Investment Advisers LLC, a firm with a focus on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Karen has been in the financial industry since 1984 and holds Series 7 and Series 63 licenses. She is a Chartered Financial Consultant (ChFC) and is registered in Florida, Texas, Colorado, and Ohio. Karen has worked with multiple firms over the past 40 years and has a wealth of experience in the financial services industry.
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.
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2
FL
11/20/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
03/25/2017 - 11/21/2023
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
07/31/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
NY
07/31/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/02/2001 - 08/26/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
FL
06/17/1996 - 04/23/2001
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
RI
10/11/1995 - 07/10/1996
FISCO EQUITY, INC. (LINCOLN RI)
MN
06/03/1993 - 10/13/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
11/16/1984 - 04/30/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/22/1983 - 11/20/1984
MANEQUITY, INC.
BC
Issued 07/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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