Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karena? Claim Your ProfileKarena Irene Schwenk is a financial advisor with over 20 years of experience in the industry. Karen is registered with Lincoln Investment and Capital Analysts. Karen holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE. Karen has a broad range of experience working with individuals, families, businesses, corporations, and charitable organizations. Karen specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/10/2010 - Present
Lincoln Investment (Oakland CA)
CA
09/30/2003 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (OAKLAND CA)
OH
08/30/2001 - 12/20/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NJ
05/06/1999 - 08/13/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
08/28/1997 - 07/10/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/28/1997 - 07/10/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karena Schwenk is the right advisor for you? Invested Better is here to help.
