Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Shane Karren is a financial advisor at LPL Financial LLC, where has been registered since September 2007. Kelly has been in the financial industry since October 2000 and has a wide range of experience serving clients in various states. Kelly holds the Series 7 and Series 66 licenses, as well as the SIE exam. Kelly is a dedicated professional committed to providing clients with personalized financial advice.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
09/20/2007 - Present
LPL Financial LLC (CHATSWORTH CA)
CA
06/26/2002 - 09/13/2007
XCU CAPITAL CORPORATION, INC. (CHATSWORTH CA)
CA
02/13/2002 - 06/26/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
09/29/2000 - 12/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Karren is the right advisor for you? Invested Better is here to help.
