Karen Schleuss is a registered investment advisor, based in Hagerstown, MD, with 15 years of industry experience.
Location
12920 Conamar Dr, Suite 202, Hagerstown, MD, 21742
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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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Karen works as an associate/employee for Clarity Planning, which is the DBA for Raymond James. This activity is investment-related and takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
PNC Investments
October 2020 - March 2021 · 5 mos
PNC InvestmentsBroker
August 2020 - March 2021 · 7 mos
LPL Financial LLCBroker
July 2011 - March 2020 · 8 yrs 8 mos
Uvest Financial Services Group, INC.Broker
March 2009 - July 2011 · 2 yrs 4 mos
State Registrations12 states
ALCTFLGAMDNCNYPASCTXVAWV
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.