KW
KW

Karen White

16 Years of Experience
Schaumburg, IL
Broker

Karen White is a registered investment advisor, based in Schaumburg, IL, with 16 years of industry experience.

Location

1450 American Lane, 6th Floor, Suite #650, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Karen is a partner in Shaklee.com/TeamKnopp LLC, a family business distributing Shaklee health products since 2020. This activity, which is not investment-related, takes minimal time.

Employment History
Current Registrations
Cetera Advisors LLC
November 2021 - Present · 4 yrs 8 mos
Cetera Wealth Services, LLC
November 2021 - Present · 4 yrs 8 mos
Cetera Investment Services LLC
November 2021 - Present · 4 yrs 8 mos
Cetera Advisors LLCBroker
November 2021 - Present · 4 yrs 8 mos
Cetera Wealth Services, LLCBroker
November 2021 - Present · 4 yrs 8 mos
Cetera Investment Services LLCBroker
November 2021 - Present · 4 yrs 8 mos
Cetera Investment Advisers LLC
May 2019 - Present · 7 yrs 2 mos
Cetera Financial Specialists LLC
April 2019 - Present · 7 yrs 3 mos
Cetera Financial Specialists LLCBroker
April 2019 - Present · 7 yrs 3 mos
Previous Registrations
First Allied Securities, INC.Broker
January 2022 - September 2022 · 8 mos
LPL Financial LLCBroker
October 2018 - May 2019 · 7 mos
Cetera Advisor Networks LLCBroker
February 2014 - October 2018 · 4 yrs 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1992 - August 1996 · 4 yrs 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Karen White - Financial Advisor | TrueAdvisor