Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Eugene Krueger is a financial advisor with Avidian Wealth Solutions. He is based in Houston, Texas and has been working in the financial industry since 1995. Karl has a wide range of experience, having worked at several firms including Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Karl specializes in portfolio management for individuals and pooled investment vehicles. Karl is registered with the state of Texas and Louisiana.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
04/01/2015 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
04/30/2004 - 03/09/2015
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
NY
01/26/1999 - 04/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
01/03/1995 - 07/25/1997
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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