Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Jeanne Furr clark is a registered representative with Osaic Wealth, Inc. Kari has been in the financial industry since 2011 and holds Series 6 and SIE licenses. Kari's career has spanned several firms including Cambridge Investment Research, Inc., United Planners' Financial Services of America A Limited Partner, CETERA INVESTMENT SERVICES LLC, THE HUNTINGTON INVESTMENT COMPANY, LPL FINANCIAL LLC, and FIRSTMERIT FINANCIAL SERVICES, INC. Kari currently holds a license in Ohio.
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.
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.
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2
OH
11/15/2023 - Present
Osaic Wealth, Inc. (WESTERVILLE OH)
OH
03/30/2020 - 11/24/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westerville OH)
OH
01/08/2019 - 03/31/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Columbus OH)
OH
09/13/2017 - 01/09/2019
CETERA INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
02/01/2017 - 08/23/2017
THE HUNTINGTON INVESTMENT COMPANY (MANSFIELD OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (MANSFIELD OH)
OH
04/11/2011 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (MANSFIELD OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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