Karen Keatley, CFP
Modera Wealth Management, LLC
Certified Financial Planner in Charlotte, NC
Address:7615 Colony Rd Ste 120
Charlotte, NC 28226
About Karen Keatley
Karen Keatley is a financial professional at Modera Wealth Management, LLC located in Charlotte, North Carolina. Karen Keatley holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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 Keatley 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 Keatley7615 Colony Rd Ste 120
Charlotte, NC 28226
Phone Number:
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Website:
http://www.karenkeatley.com
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