Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Celia Knudsen is a registered representative with LPL Financial LLC. Kari has been in the financial services industry since April 5, 1994. Kari has a wide range of experience in the industry, having previously worked for FSC Securities Corporation, SII Investments, Inc. and Royal Alliance Associates, Inc. Kari is licensed to provide investment advice and services in Alabama, Delaware, Georgia, and South Carolina. Kari is also licensed to provide investment advice and services in Georgia as an Investment Advisor Representative.
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.
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2
GA
08/13/2018 - Present
LPL Financial LLC (MARIETTA GA)
GA
06/25/2015 - 08/14/2018
FSC SECURITIES CORPORATION (MARIETTA GA)
GA
06/18/2007 - 06/25/2015
SII INVESTMENTS, INC. (MARIETTA GA)
GA
03/26/1998 - 07/09/2007
ROYAL ALLIANCE ASSOCIATES, INC. (KENNESAW GA)
NY
01/04/1994 - 04/18/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
AZ
01/31/1991 - 10/05/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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