Karen Harth, Chfc Email and Phone Number
Karen Harth, Chfc work email
- Valid
- Valid
Karen Harth, Chfc personal email
- Valid
A native of South Africa, and an experienced financial planner and advisor, Karen brings a wealth of knowledge to her role as Sales Manager and Financial Advisor. She believes a smart financial plan is a road map to life’s most important events. Karen values being part of a top-tier organization that understands how to serve many of the world’s most sophisticated investors, and focuses her time on helping build and protect the wealth of high-net-worth individuals, business owners and families across the country. She develops customized, sophisticated investment solutions utilizing an objective, goal-based approach to wealth management for her clients. She provides money management and comprehensive wealth preservation and transfer strategies, risk management, retirement planning, charitable gifting, executive benefits, and more.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Insurance products are offered through LPL or its licensed affiliates. Commerce Bank and Commerce Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Commerce Financial Advisors, and may also be employees of Commerce Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commerce Bank or Commerce Financial Advisors. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose ValueThird-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Commerce Bank
View- Website:
- commercebank.com
- Employees:
- 3870
-
Senior Vice President, Regional Sales ManagerCommerce Bank Mar 2021 - Present -
Brokerage Regional Sales ManagerCommerce Bank Jan 2017 - PresentKansas City -
Financial Advisor / Financial Planning AssociateMorgan Stanley Dec 2012 - Jan 2017 -
Senior Personal BankerBank Of America Aug 2009 - Nov 2012 -
Foreign Exchange TraderInvestec Jun 1998 - Dec 2005Johannesburg Area, South Africa
Karen Harth, Chfc Skills
Karen Harth, Chfc Education Details
-
University Of StellenboschBachelor'S Degree, Honors In Economics
Frequently Asked Questions about Karen Harth, Chfc
What company does Karen Harth, Chfc work for?
Karen Harth, Chfc works for Commerce Bank
What is Karen Harth, Chfc's role at the current company?
Karen Harth, Chfc's current role is Senior Vice President, Sales Manager at Commerce Financial Advisors.
What is Karen Harth, Chfc's email address?
Karen Harth, Chfc's email address is ka****@****ail.com
What schools did Karen Harth, Chfc attend?
Karen Harth, Chfc attended University Of Stellenbosch.
What skills is Karen Harth, Chfc known for?
Karen Harth, Chfc has skills like Investments, Finance, Financial Services, Investment Banking, Portfolio Management, Equities, Wealth Management, Banking, Financial Modeling, Securities.
Who are Karen Harth, Chfc's colleagues?
Karen Harth, Chfc's colleagues are Darren Walkup, Mark Bryant, Kenneth Rowland, Amy Hallman, Olivia Baker, Sherry Davis, Da'ron Feemster.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial