Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren True Winslow is a financial advisor at LPL Financial LLC. Karen has been in the financial industry since 1986. Karen is registered to provide investment advice in 31 states. Karen has passed Series 6, 7, 24, 26, 31, 51, and 63 exams. Karen is a Certified Financial Planner. Karen works in the Portland, ME branch office of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
06/04/2002 - Present
LPL Financial LLC (PORTLAND ME)
NY
03/15/1996 - 01/10/1997
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
08/10/1995 - 03/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
08/01/1986 - 08/17/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/08/2004
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/26/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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