Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karol? Claim Your ProfileKarol Turner is a financial advisor registered with Steward Partners Investment Advisory, LLC. Karol has been in the industry since 1979 and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Karol is licensed to provide investment advice in 26 states and is also a registered investment advisor representative in New Jersey and Texas. Karol is committed to helping clients achieve their financial goals through a personalized approach that considers their individual needs, risk tolerance, and time horizon.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
11/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
10/31/2001 - 04/25/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
09/25/1991 - 11/05/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
01/18/1990 - 10/22/1991
JOSEPHTHAL & CO., INC.
NA
01/02/1990 - 01/27/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
05/25/1988 - 01/02/1990
MOORE & SCHLEY, CAMERON & CO.
NA
12/19/1979 - 05/28/1988
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 11/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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