Karen J. Berkman
Charles Schwab & Co., Inc.
Financial Planner in Phoenix, AZ
Address:2423 E Lincoln Dr
Phoenix, AZ 85016
About Karen J. Berkman
Karen Berkman is a financial professional at Charles Schwab & Co., Inc. located in Phoenix, Arizona. Karen Berkman holds an industry securities registration subject to FINRA oversight having passed securities examinations including S10, S26, S6, S63, S7 and S9. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Karen Berkman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Karen Berkman2423 E Lincoln Dr
Phoenix, AZ 85016
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near Phoenix, Arizona? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.