Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khloe? Claim Your ProfileKhloe Uma Karova is a financial advisor who has been in the industry since March 2010. Khloe is a registered representative with LPL Financial LLC and Modern Capital Concepts. Khloe is licensed to conduct business in 25 states and has earned a Series 7 and Series 66 licenses, as well as the SIE Exam. She is also a Certified Financial Planner. Khloe's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
IL
01/22/2014 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/08/2010 - 12/24/2013
EDWARD JONES (CHICAGO IL)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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