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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karin? Claim Your ProfileKarin Lee Owens is a financial professional with over 40 years of experience in the financial services industry. Karin is a Certified Financial Planner and is currently registered with Cetera Investment Advisers LLC. She provides financial planning and portfolio management services to individuals, families, and businesses. Karin is also registered to provide investment advisory services in California and Texas. Prior to joining Cetera Investment Advisers LLC, Karin was a financial advisor with First Allied Securities, Inc. for 16 years and with Investors Resources Group, Inc., for 3 years. Karin has a deep understanding of the financial markets and a commitment to helping 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.
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.
1
2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SACREMENTO CA)
CA
07/17/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
CA
10/15/2003 - 07/17/2006
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
CA
01/09/1990 - 11/13/2003
INTERCAL SECURITIES CO. (SACRAMENTO CA)
NY
02/21/1985 - 01/18/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
10/04/1979 - 03/05/1985
EQUITEC SECURITIES COMPANY
BC
Issued 09/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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