Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Wozniak McDade is a financial advisor with Ashton Thomas Private Wealth. Karen has been in the industry since 1992 and holds several professional designations including Certified Financial Planner. Karen is registered with the state of Arizona and Texas as an Investment Advisor Representative. Karen has previously worked at Peachcap Securities, Inc., Geneos Wealth Management, Inc., USF Securities, L.P., AIG Financial Advisors, Inc., Sunamerica Securities, Inc., and Mimlic Sales Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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AZ
12/01/2023 - Present
Ashton Thomas Private Wealth (Scottsdale AZ)
AZ
08/13/2016 - 08/20/2018
PEACHCAP SECURITIES, INC. (Scottsdale AZ)
AZ
01/02/2009 - 08/16/2016
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
08/01/2007 - 01/07/2009
USF SECURITIES, L.P. (SCOTTSDALE AZ)
AZ
10/31/2005 - 08/06/2007
AIG FINANCIAL ADVISORS, INC. (GLENDALE AZ)
AZ
09/14/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
02/04/1994 - 06/21/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/03/1993 - 03/01/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
MN
03/09/1992 - 03/30/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 01/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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