Unclaimed
Karen Hammons is a financial advisor with Edward Jones, a well-established firm managing over $800 billion in assets. Karen has been in the industry since 2005 and holds the Series 63, Series 7 and SIE licenses. Karen has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Karen is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/07/2010 - Present
Edward Jones (BOERNE TX)
MS
09/21/2004 - 09/02/2009
STERNE AGEE FINANCIAL SERVICES, INC. (NATCHEZ MS)
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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