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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karmin? Claim Your ProfileKarmin Eagar is a financial advisor with Geneos Wealth Management, Inc. in Cedar City, Utah. Karmin is registered to offer securities advice in Utah. Karmin is a Series 7, Series 63, and SIE licensed advisor. Karmin specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses. Geneos Wealth Management, Inc. is a registered investment advisor with approximately $5.2 billion in assets under management. The firm specializes in providing investment management services to a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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2
UT
11/13/2020 - Present
Geneos Wealth Management, Inc. (Cedar City UT)
BC
Issued 04/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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