Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Thomas Rainer is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Karl has been in the industry since 2010 and is registered with the state of Oregon, Texas, and Washington. Karl is a licensed insurance agent for various insurance companies and also acts as an advisory representative for Cambridge Investment Research Advisors, Inc. Karl's current branch office is located in Portland, Oregon.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
11/28/2011 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
WA
01/07/2011 - 11/22/2011
CRI SECURITIES, LLC (SEATTLE WA)
WA
10/07/2010 - 11/22/2011
SECURIAN FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 11/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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