Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl L. Hambrecht is an investment advisor representative for Osaic Wealth, Inc. Karl has been in the financial industry since 1977. Karl is registered with the state of Massachusetts as an investment advisor representative. Karl is also registered with the state of Arizona as a broker-dealer. Karl's previous employment includes positions at HOMANS, MCGRAW, TRULL, VALEO & CO., INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, SODERBERG & COMPANY, USLIFE EQUITY SALES CORP. and LINSCO CORPORATION. Karl has a strong background in the financial industry and has a deep understanding of the investment advisory business. Karl is dedicated to providing clients with personalized financial advice and investment management services.
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
MA
08/28/2003 - Present
Osaic Wealth, Inc. (WEST NEWBURY MA)
NA
08/02/1989 - 06/22/1990
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
AZ
11/19/1989 - 01/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/07/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/27/1978 - 05/03/1984
SODERBERG & COMPANY
NA
06/14/1983 - 03/15/1984
USLIFE EQUITY SALES CORP.
NA
10/05/1977 - 02/15/1980
LINSCO CORPORATION
IA
Issued 08/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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