Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Tariq Lunney is a registered investment advisor representative with Principal Securities, Inc. Karl has been in the financial services industry since 1996. Karl has a Series 6 and Series 63 license. Karl's current practice focuses on providing financial planning, pension consulting, and educational seminars. Karl is also a registered representative of Principal Life Insurance Company and Princor Financial Services Corporation. In addition to his work with Principal Securities, Inc., Karl is also an owner of 360 Wealth & Benefits, Inc. and is active in several community organizations.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
02/27/2014 - Present
Principal Securities, Inc. (TAMPA FL)
FL
04/06/1998 - 02/24/2014
NEW ENGLAND SECURITIES (TAMPA FL)
IN
01/21/1997 - 04/02/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/21/1997 - 04/02/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
12/18/1995 - 12/19/1996
AIG EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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