Series 6 - Investment Company Products/Variable Contracts Representative Examination
[Apr 10, 2007]
General Industry/Products Exam
👋 Karen
Sue Aylor
Stock Broker and Investment Adviser in the United States. I can guide you to making consistent profit in the financial markets.
- 🔥 Stock Broker
- 📚 Investment Adviser
About Karen Sue Aylor
I am Karen Sue Aylor, a Financial Consultant and Stock Broker with over 18 years of experience working with 5 reputable brokerage corporations in the U.S. I have partnered with numerous financial organizations helping clients meet their desired financial targets with strategic investing in the stock market. I have passed 4 Broker Qualification examinations with registered licenses in 53 different States.
Detailed Report View SummaryExaminations
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Series 7 - General Securities Representative Examination
[Aug 5, 2008]
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
[Oct 1, 2018]
General Industry/Products Exam
Series 63 - Uniform Securities Agent State Law Examination
[Jun 19, 2007]
State Securities Law Exam
Series 66 - Uniform Combined State Law Examination
[Jul 16, 2013]
State Securities Law Exam
✅ 100% Client Satisfaction
Let’s Work Together
My Services
Apart from the listed services, I can offer consistent evaluation and efficient handling of your entire financial portfolio.
Let’s Work Together
Professional Financial Consulting
Investment Advisory
Digital Assets Trading
Stock Brokerage
Retirement Account
Work Experience
STRATEGIC ADVISERS LLC (CRD#:104555)
3/31/2025 - PresentStock Broker
STRATEGIC ADVISERS LLC (CRD#:104555)/h2> 09/04/2013 - 07/13/2018
Stock Broker
Client Testimonials
Here are reviews from some of my long-standing clients.
“Karen helped my family out at a really bad period back in 2014. I was out of a job but I had managed to save up to $50k, I met her in a financial coaching seminar and within months, my portfolio had accumulated profits of up to $85k!”
Tommy Silvestri
Business Contractor
"I started learning about FOREX and Crypto trading on my own but I was moving at a really slow pace. I got introduced to Karen and I became an expert stock trader within 8 months."
Santos Asayed
Professional Athlete
“Karen Sue Ayloris an amazing person. She introduced me to profit accumulation strategies in the financial markets and I've been making huge consistent profits especially in digital assets market.”
Irene S. Mika
Event Planner
"She's very experienced with her work and is also very adaptable with respect to the financial markets. if you’re a newbie and you're still looking for an investment adviser. Karen Sue Aylor is definitely well qualified for the job."
Savanna Nguyen
I.T Expert
Karen Sue Aylor
Stock Broker | Investment Adviser
🚀 Investment Adviser
Need more info? here are some Frequently Asked Questions
You have different questions? Ask Away!
Take Control of Your Financial Future Today!
An investment adviser provides expert guidance on securities, portfolio management, and financial planning. They help clients develop strategies to grow, protect, and manage their wealth while minimizing risks..
While both offer financial guidance, an investment adviser primarily focuses on managing investments and advising on securities. A financial planner, on the other hand, provides broader financial planning, including budgeting, insurance, estate planning, and retirement strategies.
No, we work with clients of all investment levels. Whether you’re just starting or have a well-established portfolio, we tailor our services to meet your specific financial needs.
We conduct a thorough financial assessment, considering your:
- Investment goals
- Risk tolerance
- Current financial situation Based on this, we create a customized investment plan aligned with your financial aspirations.
- Time horizon
We regularly monitor and review your portfolio to ensure it aligns with market trends and your evolving financial goals. Reviews can be scheduled quarterly, biannually, or annually, depending on your preferences..
Send me a message.
Do you need help with your investment portfolio? Feel free to contact me. I will reply within 24 - 48 hours.
