Company Information

Get to know Karen S. Butler

Karen S. Butler is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®). Through her firm, KSB Financial Planners, she provides tailored financial planning and wealth management services to individuals, families, and business owners. Her practice focuses on a holistic approach, encompassing investment management, retirement planning, tax strategies, and business succession planning. It is important to note that Karen S. Butler offers securities and investment advisory services as a registered representative of MML Investors Services, LLC, a registered investment adviser and member of FINRA/SIPC.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Karen S. Butler

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.